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 | $17,978 | $198,466-90.9% | $170,442-89.5% | $147,584-87.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.73% | 257.29%-235.6pp | 205.93%-184.2pp | 578.55%-556.8pp |
| Employer contribution / active EE | $1,738 | $6,184-71.9% | $5,433-68.0% | $4,876-64.4% |
| Participant deferral / active EE | $4,462 | $5,629-20.7% | $4,939-9.7% | $5,439-18.0% |
| Admin fee / account holder | $132 | $16,852-99.2% | $13,880-99.0% | $10,885-98.8% |