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 | $21,672 | $198,466-89.1% | $170,442-87.3% | $147,584-85.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.71% | 257.29%-232.6pp | 205.93%-181.2pp | 578.55%-553.8pp |
| Employer contribution / active EE | $3,837 | $6,184-37.9% | $5,433-29.4% | $4,876-21.3% |
| Participant deferral / active EE | $5,772 | $5,629+2.5% | $4,939+16.9% | $5,439+6.1% |
| Admin fee / account holder | $294 | $16,852-98.3% | $13,880-97.9% | $10,885-97.3% |