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 | $28,043 | $171,865-83.7% | $149,718-81.3% | $147,584-81.0% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 21.05% | 2113.22%-2092.2pp | 1501.63%-1480.6pp | 578.55%-557.5pp |
| Employer contribution / active EE | $3,811 | $6,275-39.3% | $5,445-30.0% | $4,876-21.8% |
| Participant deferral / active EE | $9,225 | $7,271+26.9% | $6,569+40.4% | $5,439+69.6% |
| Admin fee / account holder | $260 | $13,799-98.1% | $11,283-97.7% | $10,885-97.6% |