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 | $31,812 | $171,865-81.5% | $149,718-78.8% | $147,584-78.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.84% | 2113.22%-2096.4pp | 1501.63%-1484.8pp | 578.55%-561.7pp |
| Employer contribution / active EE | $4,119 | $6,275-34.4% | $5,445-24.3% | $4,876-15.5% |
| Participant deferral / active EE | $7,833 | $7,271+7.7% | $6,569+19.2% | $5,439+44.0% |
| Admin fee / account holder | $198 | $13,799-98.6% | $11,283-98.2% | $10,885-98.2% |