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 | $30,723 | $171,865-82.1% | $149,718-79.5% | $147,584-79.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.07% | 2113.22%-2094.1pp | 1501.63%-1482.6pp | 578.55%-559.5pp |
| Employer contribution / active EE | $4,514 | $6,275-28.1% | $5,445-17.1% | $4,876-7.4% |
| Participant deferral / active EE | $8,816 | $7,271+21.2% | $6,569+34.2% | $5,439+62.1% |
| Admin fee / account holder | $176 | $13,799-98.7% | $11,283-98.4% | $10,885-98.4% |