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 | $9,069 | $150,440-94.0% | $136,294-93.3% | $147,584-93.9% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 19.11% | 1049.08%-1030.0pp | 5155.94%-5136.8pp | 578.55%-559.4pp |
| Employer contribution / active EE | $2,638 | $5,256-49.8% | $4,695-43.8% | $4,876-45.9% |
| Participant deferral / active EE | $3,006 | $6,630-54.7% | $6,247-51.9% | $5,439-44.7% |
| Admin fee / account holder | $34 | $10,905-99.7% | $9,243-99.6% | $10,885-99.7% |