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 | $29,148 | $160,055-81.8% | $140,016-79.2% | $135,375-78.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 5.16% | 911.38%-906.2pp | 651.12%-646.0pp | 519.73%-514.6pp |
| Employer contribution / active EE | $4,064 | $6,420-36.7% | $5,606-27.5% | $4,779-15.0% |
| Participant deferral / active EE | $6,667 | $7,642-12.7% | $6,927-3.8% | $5,609+18.9% |
| Admin fee / account holder | $133 | $13,328-99.0% | $10,705-98.8% | $10,827-98.8% |