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 | $12,283 | $150,440-91.8% | $136,294-91.0% | $147,584-91.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 83.32% | 1049.08%-965.8pp | 5155.94%-5072.6pp | 578.55%-495.2pp |
| Employer contribution / active EE | $1,528 | $5,256-70.9% | $4,695-67.5% | $4,876-68.7% |
| Participant deferral / active EE | $3,153 | $6,630-52.4% | $6,247-49.5% | $5,439-42.0% |
| Admin fee / account holder | $99 | $10,905-99.1% | $9,243-98.9% | $10,885-99.1% |