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 | $27,802 | $209,411-86.7% | $178,490-84.4% | $158,922-82.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.38% | 188.75%-172.4pp | 151.07%-134.7pp | 302.83%-286.4pp |
| Employer contribution / active EE | $2,255 | $5,706-60.5% | $5,011-55.0% | $4,761-52.6% |
| Participant deferral / active EE | $5,162 | $5,954-13.3% | $5,202-0.8% | $5,982-13.7% |
| Admin fee / account holder | $15 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |