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 | $23,158 | $150,440-84.6% | $136,294-83.0% | $147,584-84.3% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 24.17% | 1049.08%-1024.9pp | 5155.94%-5131.8pp | 578.55%-554.4pp |
| Employer contribution / active EE | $2,117 | $5,256-59.7% | $4,695-54.9% | $4,876-56.6% |
| Participant deferral / active EE | $6,253 | $6,630-5.7% | $6,247+0.1% | $5,439+15.0% |
| Admin fee / account holder | $77 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |