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 | $24,606 | $202,318-87.8% | $172,739-85.8% | $152,861-83.9% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 36.49% | 1029.65%-993.2pp | 802.84%-766.4pp | 345.32%-308.8pp |
| Employer contribution / active EE | $3,630 | $5,856-38.0% | $5,143-29.4% | $4,762-23.8% |
| Participant deferral / active EE | $6,389 | $5,948+7.4% | $5,198+22.9% | $5,850+9.2% |
| Admin fee / account holder | $18 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |