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 | $19,404 | $198,466-90.2% | $170,442-88.6% | $147,584-86.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 26.67% | 257.29%-230.6pp | 205.93%-179.3pp | 578.55%-551.9pp |
| Employer contribution / active EE | $3,038 | $6,184-50.9% | $5,433-44.1% | $4,876-37.7% |
| Participant deferral / active EE | $5,776 | $5,629+2.6% | $4,939+16.9% | $5,439+6.2% |
| Admin fee / account holder | $53 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |