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 | $23,838 | $180,449-86.8% | $154,107-84.5% | $135,375-82.4% |
| Participation rate | 94.7% | 87.4%+7.3pp | 83.0%+11.7pp | 82.6%+12.1pp |
| Annual return | 18.98% | 888.09%-869.1pp | 735.12%-716.1pp | 519.73%-500.8pp |
| Employer contribution / active EE | $3,370 | $6,035-44.2% | $5,298-36.4% | $4,779-29.5% |
| Participant deferral / active EE | $4,059 | $5,806-30.1% | $5,081-20.1% | $5,609-27.6% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |