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 | $18,549 | $202,318-90.8% | $172,739-89.3% | $152,861-87.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.06% | 1029.65%-1013.6pp | 802.84%-786.8pp | 345.32%-329.3pp |
| Employer contribution / active EE | $9,185 | $5,856+56.8% | $5,143+78.6% | $4,762+92.9% |
| Participant deferral / active EE | $4,294 | $5,948-27.8% | $5,198-17.4% | $5,850-26.6% |
| Admin fee / account holder | $200 | $17,109-98.8% | $13,954-98.6% | $11,596-98.3% |