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 | $32,460 | $198,466-83.6% | $170,442-81.0% | $147,584-78.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.33% | 257.29%-241.0pp | 205.93%-189.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $10,650 | $6,184+72.2% | $5,433+96.0% | $4,876+118.4% |
| Participant deferral / active EE | $5,150 | $5,629-8.5% | $4,939+4.3% | $5,439-5.3% |
| Admin fee / account holder | $158 | $16,852-99.1% | $13,880-98.9% | $10,885-98.6% |