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 | $20,373 | $150,440-86.5% | $136,294-85.1% | $147,584-86.2% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 78.85% | 1049.08%-970.2pp | 5155.94%-5077.1pp | 578.55%-499.7pp |
| Employer contribution / active EE | $2,150 | $5,256-59.1% | $4,695-54.2% | $4,876-55.9% |
| Participant deferral / active EE | $4,150 | $6,630-37.4% | $6,247-33.6% | $5,439-23.7% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |