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 | $12,523 | $144,119-91.3% | $117,854-89.4% | $147,584-91.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 35.52% | 531.15%-495.6pp | 335.08%-299.6pp | 578.55%-543.0pp |
| Employer contribution / active EE | $1,518 | $4,896-69.0% | $3,786-59.9% | $4,876-68.9% |
| Participant deferral / active EE | $3,857 | $5,316-27.4% | $4,482-13.9% | $5,439-29.1% |
| Admin fee / account holder | $47 | $10,886-99.6% | $8,020-99.4% | $10,885-99.6% |