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 | $30,292 | $171,865-82.4% | $149,718-79.8% | $147,584-79.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 32.62% | 2113.22%-2080.6pp | 1501.63%-1469.0pp | 578.55%-545.9pp |
| Employer contribution / active EE | $4,959 | $6,275-21.0% | $5,445-8.9% | $4,876+1.7% |
| Participant deferral / active EE | $9,749 | $7,271+34.1% | $6,569+48.4% | $5,439+79.3% |
| Admin fee / account holder | $92 | $13,799-99.3% | $11,283-99.2% | $10,885-99.2% |