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 | $19,459 | $198,466-90.2% | $170,442-88.6% | $147,584-86.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.92% | 257.29%-240.4pp | 205.93%-189.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,460 | $6,184-60.2% | $5,433-54.7% | $4,876-49.6% |
| Participant deferral / active EE | $3,049 | $5,629-45.8% | $4,939-38.3% | $5,439-43.9% |
| Admin fee / account holder | $249 | $16,852-98.5% | $13,880-98.2% | $10,885-97.7% |