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 | $19,764 | $198,466-90.0% | $170,442-88.4% | $147,584-86.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.68% | 257.29%-238.6pp | 205.93%-187.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $8,640 | $6,184+39.7% | $5,433+59.0% | $4,876+77.2% |
| Participant deferral / active EE | $7,381 | $5,629+31.1% | $4,939+49.4% | $5,439+35.7% |
| Admin fee / account holder | $32 | $16,852-99.8% | $13,880-99.8% | $10,885-99.7% |