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 | $21,280 | $157,256-86.5% | $141,162-84.9% | $152,861-86.1% |
| Participation rate | 85.0% | 84.8%+0.2pp | 82.5%+2.5pp | 82.4%+2.6pp |
| Annual return | 59.85% | 64.32%-4.5pp | 71.39%-11.5pp | 345.32%-285.5pp |
| Employer contribution / active EE | $2,446 | $5,261-53.5% | $4,735-48.3% | $4,762-48.6% |
| Participant deferral / active EE | $3,834 | $7,109-46.1% | $6,709-42.9% | $5,850-34.5% |
| Admin fee / account holder | $200 | $12,120-98.3% | $10,261-98.0% | $11,596-98.3% |