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 | $19,477 | $144,119-86.5% | $117,854-83.5% | $147,584-86.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 21.99% | 531.15%-509.2pp | 335.08%-313.1pp | 578.55%-556.6pp |
| Employer contribution / active EE | $5,457 | $4,896+11.4% | $3,786+44.1% | $4,876+11.9% |
| Participant deferral / active EE | $5,194 | $5,316-2.3% | $4,482+15.9% | $5,439-4.5% |
| Admin fee / account holder | $8 | $10,886-99.9% | $8,020-99.9% | $10,885-99.9% |