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 | $25,706 | $198,466-87.0% | $170,442-84.9% | $147,584-82.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.96% | 257.29%-240.3pp | 205.93%-189.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,137 | $6,184-65.4% | $5,433-60.7% | $4,876-56.2% |
| Participant deferral / active EE | $8,481 | $5,629+50.6% | $4,939+71.7% | $5,439+55.9% |
| Admin fee / account holder | $265 | $16,852-98.4% | $13,880-98.1% | $10,885-97.6% |