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 | $26,938 | $202,318-86.7% | $172,739-84.4% | $152,861-82.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.78% | 1029.65%-1016.9pp | 802.84%-790.1pp | 345.32%-332.5pp |
| Employer contribution / active EE | $1,560 | $5,856-73.4% | $5,143-69.7% | $4,762-67.2% |
| Participant deferral / active EE | $6,574 | $5,948+10.5% | $5,198+26.5% | $5,850+12.4% |
| Admin fee / account holder | $136 | $17,109-99.2% | $13,954-99.0% | $11,596-98.8% |