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 | $16,357 | $171,865-90.5% | $149,718-89.1% | $147,584-88.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.75% | 2113.22%-2093.5pp | 1501.63%-1481.9pp | 578.55%-558.8pp |
| Employer contribution / active EE | $1,428 | $6,275-77.3% | $5,445-73.8% | $4,876-70.7% |
| Participant deferral / active EE | $5,695 | $7,271-21.7% | $6,569-13.3% | $5,439+4.7% |
| Admin fee / account holder | $42 | $13,799-99.7% | $11,283-99.6% | $10,885-99.6% |