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 | $14,321 | $198,466-92.8% | $170,442-91.6% | $147,584-90.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.65% | 257.29%-238.6pp | 205.93%-187.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,947 | $6,184-68.5% | $5,433-64.2% | $4,876-60.1% |
| Participant deferral / active EE | $4,337 | $5,629-23.0% | $4,939-12.2% | $5,439-20.3% |
| Admin fee / account holder | $63 | $16,852-99.6% | $13,880-99.5% | $10,885-99.4% |