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 | $19,033 | $232,540-91.8% | $185,117-89.7% | $147,584-87.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.41% | 43.03%-28.6pp | 40.50%-26.1pp | 578.55%-564.1pp |
| Employer contribution / active EE | $8,025 | $5,195+54.5% | $4,182+91.9% | $4,876+64.6% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $68 | $10,275-99.3% | $8,159-99.2% | $10,885-99.4% |