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 | $32,946 | $171,865-80.8% | $149,718-78.0% | $147,584-77.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 25.04% | 2113.22%-2088.2pp | 1501.63%-1476.6pp | 578.55%-553.5pp |
| Employer contribution / active EE | $5,500 | $6,275-12.4% | $5,445+1.0% | $4,876+12.8% |
| Participant deferral / active EE | $11,000 | $7,271+51.3% | $6,569+67.5% | $5,439+102.3% |
| Admin fee / account holder | $106 | $13,799-99.2% | $11,283-99.1% | $10,885-99.0% |