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 | $16,935 | $150,440-88.7% | $136,294-87.6% | $147,584-88.5% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 28.27% | 1049.08%-1020.8pp | 5155.94%-5127.7pp | 578.55%-550.3pp |
| Employer contribution / active EE | $2,149 | $5,256-59.1% | $4,695-54.2% | $4,876-55.9% |
| Participant deferral / active EE | $4,450 | $6,630-32.9% | $6,247-28.8% | $5,439-18.2% |
| Admin fee / account holder | $24 | $10,905-99.8% | $9,243-99.7% | $10,885-99.8% |