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 | $28,785 | $198,466-85.5% | $170,442-83.1% | $147,584-80.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.37% | 257.29%-234.9pp | 205.93%-183.6pp | 578.55%-556.2pp |
| Employer contribution / active EE | $1,917 | $6,184-69.0% | $5,433-64.7% | $4,876-60.7% |
| Participant deferral / active EE | $2,503 | $5,629-55.5% | $4,939-49.3% | $5,439-54.0% |
| Admin fee / account holder | $69 | $16,852-99.6% | $13,880-99.5% | $10,885-99.4% |