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 | $13,160 | $105,998-87.6% | $92,233-85.7% | $147,584-91.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 26.61% | 50.05%-23.4pp | 176.28%-149.7pp | 578.55%-551.9pp |
| Employer contribution / active EE | $1,466 | $4,333-66.2% | $3,679-60.2% | $4,876-69.9% |
| Participant deferral / active EE | $4,740 | $4,478+5.9% | $3,897+21.6% | $5,439-12.8% |
| Admin fee / account holder | $28 | $6,332-99.6% | $5,194-99.5% | $10,885-99.7% |