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 | $14,323 | $78,694-81.8% | $67,652-78.8% | $125,391-88.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 554.13% | 9.46%+544.7pp | 6625.04%-6070.9pp | 282.22%+271.9pp |
| Employer contribution / active EE | $7,152 | $3,044+135.0% | $2,266+215.7% | $4,866+47.0% |
| Participant deferral / active EE | $2,484 | $4,292-42.1% | $3,560-30.2% | $5,352-53.6% |
| Admin fee / account holder | $59 | $7,403-99.2% | $4,821-98.8% | $9,540-99.4% |