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 | $12,064 | $144,119-91.6% | $117,854-89.8% | $147,584-91.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 44.56% | 531.15%-486.6pp | 335.08%-290.5pp | 578.55%-534.0pp |
| Employer contribution / active EE | $3,648 | $4,896-25.5% | $3,786-3.7% | $4,876-25.2% |
| Participant deferral / active EE | $5,949 | $5,316+11.9% | $4,482+32.7% | $5,439+9.4% |
| Admin fee / account holder | $32 | $10,886-99.7% | $8,020-99.6% | $10,885-99.7% |