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 | $26,241 | $180,449-85.5% | $154,107-83.0% | $135,375-80.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 3.53% | 888.09%-884.6pp | 735.12%-731.6pp | 519.73%-516.2pp |
| Employer contribution / active EE | $8,183 | $6,035+35.6% | $5,298+54.5% | $4,779+71.2% |
| Participant deferral / active EE | $3,789 | $5,806-34.7% | $5,081-25.4% | $5,609-32.4% |
| Admin fee / account holder | $290 | $16,143-98.2% | $13,411-97.8% | $10,827-97.3% |