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 | $20,977 | $157,256-86.7% | $141,162-85.1% | $152,861-86.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.96% | 64.32%-37.4pp | 71.39%-44.4pp | 345.32%-318.4pp |
| Employer contribution / active EE | $4,833 | $5,261-8.1% | $4,735+2.1% | $4,762+1.5% |
| Participant deferral / active EE | $3,700 | $7,109-48.0% | $6,709-44.8% | $5,850-36.8% |
| Admin fee / account holder | $41 | $12,120-99.7% | $10,261-99.6% | $11,596-99.7% |