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 | $15,211 | $150,440-89.9% | $136,294-88.8% | $147,584-89.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.40% | 1049.08%-1023.7pp | 5155.94%-5130.5pp | 578.55%-553.1pp |
| Employer contribution / active EE | $1,990 | $5,256-62.1% | $4,695-57.6% | $4,876-59.2% |
| Participant deferral / active EE | $3,023 | $6,630-54.4% | $6,247-51.6% | $5,439-44.4% |
| Admin fee / account holder | $90 | $10,905-99.2% | $9,243-99.0% | $10,885-99.2% |