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 5-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 | $26,843 | $209,832-87.2% | $189,513-85.8% | $167,490-84.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 23.57% | 748.27%-724.7pp | 555.15%-531.6pp | 478.56%-455.0pp |
| Employer contribution / active EE | $2,032 | $6,914-70.6% | $6,162-67.0% | $4,837-58.0% |
| Participant deferral / active EE | $10,942 | $8,935+22.5% | $8,221+33.1% | $6,341+72.6% |
| Admin fee / account holder | $260 | $14,293-98.2% | $12,045-97.8% | $12,309-97.9% |