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 | $13,671 | $144,119-90.5% | $117,854-88.4% | $147,584-90.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.46% | 531.15%-510.7pp | 335.08%-314.6pp | 578.55%-558.1pp |
| Employer contribution / active EE | $2,155 | $4,896-56.0% | $3,786-43.1% | $4,876-55.8% |
| Participant deferral / active EE | $2,386 | $5,316-55.1% | $4,482-46.8% | $5,439-56.1% |
| Admin fee / account holder | $98 | $10,886-99.1% | $8,020-98.8% | $10,885-99.1% |