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 | $30,980 | $198,466-84.4% | $170,442-81.8% | $147,584-79.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.82% | 257.29%-243.5pp | 205.93%-192.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,313 | $6,184-78.8% | $5,433-75.8% | $4,876-73.1% |
| Participant deferral / active EE | $6,625 | $5,629+17.7% | $4,939+34.1% | $5,439+21.8% |
| Admin fee / account holder | $268 | $16,852-98.4% | $13,880-98.1% | $10,885-97.5% |