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 | $29,433 | $209,411-85.9% | $178,490-83.5% | $158,922-81.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.32% | 188.75%-174.4pp | 151.07%-136.7pp | 302.83%-288.5pp |
| Employer contribution / active EE | $3,447 | $5,706-39.6% | $5,011-31.2% | $4,761-27.6% |
| Participant deferral / active EE | $2,411 | $5,954-59.5% | $5,202-53.6% | $5,982-59.7% |
| Admin fee / account holder | $138 | $17,074-99.2% | $13,984-99.0% | $11,246-98.8% |