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 | $29,920 | $198,466-84.9% | $170,442-82.4% | $147,584-79.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 48.79% | 257.29%-208.5pp | 205.93%-157.1pp | 578.55%-529.8pp |
| Employer contribution / active EE | $4,179 | $6,184-32.4% | $5,433-23.1% | $4,876-14.3% |
| Participant deferral / active EE | $12,346 | $5,629+119.3% | $4,939+150.0% | $5,439+127.0% |
| Admin fee / account holder | $84 | $16,852-99.5% | $13,880-99.4% | $10,885-99.2% |