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 | $23,223 | $168,632-86.2% | $147,614-84.3% | $125,391-81.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 61.59% | 77.65%-16.1pp | 61.98%-0.4pp | 282.22%-220.6pp |
| Employer contribution / active EE | $2,339 | $6,252-62.6% | $5,564-58.0% | $4,866-51.9% |
| Participant deferral / active EE | $6,382 | $5,507+15.9% | $4,895+30.4% | $5,352+19.3% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |