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 | $26,604 | $198,466-86.6% | $170,442-84.4% | $147,584-82.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.76% | 257.29%-245.5pp | 205.93%-194.2pp | 578.55%-566.8pp |
| Employer contribution / active EE | $4,516 | $6,184-27.0% | $5,433-16.9% | $4,876-7.4% |
| Participant deferral / active EE | $3,802 | $5,629-32.5% | $4,939-23.0% | $5,439-30.1% |
| Admin fee / account holder | $219 | $16,852-98.7% | $13,880-98.4% | $10,885-98.0% |