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 | $6,370 | $198,466-96.8% | $170,442-96.3% | $147,584-95.7% |
| Participation rate | 91.3% | 88.0%+3.3pp | 83.6%+7.7pp | 82.8%+8.5pp |
| Annual return | 18.36% | 257.29%-238.9pp | 205.93%-187.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,368 | $5,629-57.9% | $4,939-52.1% | $5,439-56.5% |
| Admin fee / account holder | $150 | $16,852-99.1% | $13,880-98.9% | $10,885-98.6% |