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 | $19,776 | $150,440-86.9% | $136,294-85.5% | $147,584-86.6% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 21.55% | 1049.08%-1027.5pp | 5155.94%-5134.4pp | 578.55%-557.0pp |
| Employer contribution / active EE | $1,688 | $5,256-67.9% | $4,695-64.1% | $4,876-65.4% |
| Participant deferral / active EE | $4,045 | $6,630-39.0% | $6,247-35.3% | $5,439-25.6% |
| Admin fee / account holder | $51 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |