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 | $25,162 | $198,466-87.3% | $170,442-85.2% | $147,584-83.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 25.85% | 257.29%-231.4pp | 205.93%-180.1pp | 578.55%-552.7pp |
| Employer contribution / active EE | $2,121 | $6,184-65.7% | $5,433-61.0% | $4,876-56.5% |
| Participant deferral / active EE | $6,855 | $5,629+21.8% | $4,939+38.8% | $5,439+26.0% |
| Admin fee / account holder | $11 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |