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 | $32,432 | $171,865-81.1% | $149,718-78.3% | $147,584-78.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.15% | 2113.22%-2091.1pp | 1501.63%-1479.5pp | 578.55%-556.4pp |
| Employer contribution / active EE | $4,428 | $6,275-29.4% | $5,445-18.7% | $4,876-9.2% |
| Participant deferral / active EE | $9,175 | $7,271+26.2% | $6,569+39.7% | $5,439+68.7% |
| Admin fee / account holder | $185 | $13,799-98.7% | $11,283-98.4% | $10,885-98.3% |