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 | $26,751 | $183,963-85.5% | $162,163-83.5% | $152,861-82.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 27.05% | 150.76%-123.7pp | 115.59%-88.5pp | 345.32%-318.3pp |
| Employer contribution / active EE | $2,485 | $6,371-61.0% | $5,614-55.7% | $4,762-47.8% |
| Participant deferral / active EE | $6,110 | $8,034-23.9% | $7,298-16.3% | $5,850+4.4% |
| Admin fee / account holder | $41 | $13,121-99.7% | $10,843-99.6% | $11,596-99.6% |