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 | $20,430 | $198,466-89.7% | $170,442-88.0% | $147,584-86.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.00% | 257.29%-236.3pp | 205.93%-184.9pp | 578.55%-557.5pp |
| Employer contribution / active EE | $2,700 | $6,184-56.3% | $5,433-50.3% | $4,876-44.6% |
| Participant deferral / active EE | $4,192 | $5,629-25.5% | $4,939-15.1% | $5,439-22.9% |
| Admin fee / account holder | $247 | $16,852-98.5% | $13,880-98.2% | $10,885-97.7% |