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 | $16,349 | $150,440-89.1% | $136,294-88.0% | $147,584-88.9% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 29.41% | 1049.08%-1019.7pp | 5155.94%-5126.5pp | 578.55%-549.1pp |
| Employer contribution / active EE | $1,997 | $5,256-62.0% | $4,695-57.5% | $4,876-59.0% |
| Participant deferral / active EE | $6,666 | $6,630+0.5% | $6,247+6.7% | $5,439+22.6% |
| Admin fee / account holder | $76 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |