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 | $13,210 | $176,662-92.5% | $130,648-89.9% | $152,861-91.4% |
| Participation rate | 75.0% | 79.0%-4.0pp | 71.7%+3.3pp | 82.4%-7.4pp |
| Annual return | 21.34% | 2692.24%-2670.9pp | 1708.96%-1687.6pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,638 | $5,742-71.5% | $4,092-60.0% | $4,762-65.6% |
| Participant deferral / active EE | $3,500 | $4,361-19.8% | $3,603-2.9% | $5,850-40.2% |
| Admin fee / account holder | $121 | $7,133-98.3% | $5,464-97.8% | $11,596-99.0% |