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 | $27,194 | $209,411-87.0% | $178,490-84.8% | $158,922-82.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.24% | 188.75%-166.5pp | 151.07%-128.8pp | 302.83%-280.6pp |
| Employer contribution / active EE | $7,037 | $5,706+23.3% | $5,011+40.4% | $4,761+47.8% |
| Participant deferral / active EE | $6,500 | $5,954+9.2% | $5,202+25.0% | $5,982+8.7% |
| Admin fee / account holder | $28 | $17,074-99.8% | $13,984-99.8% | $11,246-99.8% |