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 | $31,272 | $153,772-79.7% | $133,980-76.7% | $273,961-88.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 905.27% | 36.51%+868.8pp | 29.30%+876.0pp | 41.45%+863.8pp |
| Employer contribution / active EE | $2,373 | $6,029-60.6% | $5,211-54.5% | $4,869-51.3% |
| Participant deferral / active EE | $11,940 | $6,958+71.6% | $6,282+90.1% | $5,287+125.8% |
| Admin fee / account holder | $143 | $11,765-98.8% | $9,324-98.5% | $10,132-98.6% |