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 | $20,146 | $183,963-89.0% | $162,163-87.6% | $152,861-86.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.49% | 150.76%-126.3pp | 115.59%-91.1pp | 345.32%-320.8pp |
| Employer contribution / active EE | $2,112 | $6,371-66.8% | $5,614-62.4% | $4,762-55.7% |
| Participant deferral / active EE | $7,423 | $8,034-7.6% | $7,298+1.7% | $5,850+26.9% |
| Admin fee / account holder | $78 | $13,121-99.4% | $10,843-99.3% | $11,596-99.3% |