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 | $25,525 | $144,119-82.3% | $117,854-78.3% | $147,584-82.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.27% | 531.15%-516.9pp | 335.08%-320.8pp | 578.55%-564.3pp |
| Employer contribution / active EE | $5,478 | $4,896+11.9% | $3,786+44.7% | $4,876+12.3% |
| Participant deferral / active EE | $12,400 | $5,316+133.3% | $4,482+176.7% | $5,439+128.0% |
| Admin fee / account holder | $179 | $10,886-98.4% | $8,020-97.8% | $10,885-98.4% |