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 | $17,931 | $150,440-88.1% | $136,294-86.8% | $147,584-87.9% |
| Participation rate | 95.0% | 84.4%+10.6pp | 81.9%+13.1pp | 82.8%+12.2pp |
| Annual return | 22.38% | 1049.08%-1026.7pp | 5155.94%-5133.6pp | 578.55%-556.2pp |
| Employer contribution / active EE | $6,582 | $5,256+25.2% | $4,695+40.2% | $4,876+35.0% |
| Participant deferral / active EE | $5,245 | $6,630-20.9% | $6,247-16.0% | $5,439-3.6% |
| Admin fee / account holder | $250 | $10,905-97.7% | $9,243-97.3% | $10,885-97.7% |