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 | $12,538 | $198,466-93.7% | $170,442-92.6% | $147,584-91.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 33.61% | 257.29%-223.7pp | 205.93%-172.3pp | 578.55%-544.9pp |
| Employer contribution / active EE | $1,725 | $6,184-72.1% | $5,433-68.3% | $4,876-64.6% |
| Participant deferral / active EE | $4,630 | $5,629-17.8% | $4,939-6.3% | $5,439-14.9% |
| Admin fee / account holder | $18 | $16,852-99.9% | $13,880-99.9% | $10,885-99.8% |