See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,214 | $209,411-86.0% | $178,490-83.6% | $158,922-81.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.57% | 188.75%-178.2pp | 151.07%-140.5pp | 302.83%-292.3pp |
| Employer contribution / active EE | $2,616 | $5,706-54.2% | $5,011-47.8% | $4,761-45.1% |
| Participant deferral / active EE | $3,688 | $5,954-38.1% | $5,202-29.1% | $5,982-38.4% |
| Admin fee / account holder | $56 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |