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 | $27,306 | $202,318-86.5% | $172,739-84.2% | $152,861-82.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.08% | 1029.65%-1016.6pp | 802.84%-789.8pp | 345.32%-332.2pp |
| Employer contribution / active EE | $2,110 | $5,856-64.0% | $5,143-59.0% | $4,762-55.7% |
| Participant deferral / active EE | $10,543 | $5,948+77.3% | $5,198+102.9% | $5,850+80.2% |
| Admin fee / account holder | $154 | $17,109-99.1% | $13,954-98.9% | $11,596-98.7% |