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 | $18,926 | $198,466-90.5% | $170,442-88.9% | $147,584-87.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.94% | 257.29%-244.4pp | 205.93%-193.0pp | 578.55%-565.6pp |
| Employer contribution / active EE | $3,100 | $6,184-49.9% | $5,433-42.9% | $4,876-36.4% |
| Participant deferral / active EE | $3,155 | $5,629-44.0% | $4,939-36.1% | $5,439-42.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |