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 | $14,674 | $150,440-90.2% | $136,294-89.2% | $147,584-90.1% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 26.43% | 1049.08%-1022.7pp | 5155.94%-5129.5pp | 578.55%-552.1pp |
| Employer contribution / active EE | $2,774 | $5,256-47.2% | $4,695-40.9% | $4,876-43.1% |
| Participant deferral / active EE | $5,008 | $6,630-24.5% | $6,247-19.8% | $5,439-7.9% |
| Admin fee / account holder | $122 | $10,905-98.9% | $9,243-98.7% | $10,885-98.9% |