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 | $27,316 | $209,411-87.0% | $178,490-84.7% | $158,922-82.8% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 28.19% | 188.75%-160.6pp | 151.07%-122.9pp | 302.83%-274.6pp |
| Employer contribution / active EE | $2,150 | $5,706-62.3% | $5,011-57.1% | $4,761-54.8% |
| Participant deferral / active EE | $5,992 | $5,954+0.6% | $5,202+15.2% | $5,982+0.2% |
| Admin fee / account holder | $18 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |