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 | $25,840 | $144,119-82.1% | $117,854-78.1% | $147,584-82.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.80% | 531.15%-518.3pp | 335.08%-322.3pp | 578.55%-565.7pp |
| Employer contribution / active EE | $1,808 | $4,896-63.1% | $3,786-52.2% | $4,876-62.9% |
| Participant deferral / active EE | $3,866 | $5,316-27.3% | $4,482-13.7% | $5,439-28.9% |
| Admin fee / account holder | $143 | $10,886-98.7% | $8,020-98.2% | $10,885-98.7% |