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 5-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 | $16,673 | $185,200-91.0% | $142,863-88.3% | $167,490-90.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 26.56% | 8555.70%-8529.1pp | 5637.54%-5611.0pp | 478.56%-452.0pp |
| Employer contribution / active EE | $1,962 | $5,604-65.0% | $4,144-52.6% | $4,837-59.4% |
| Participant deferral / active EE | $5,456 | $4,494+21.4% | $3,837+42.2% | $6,341-14.0% |
| Admin fee / account holder | $135 | $8,031-98.3% | $6,560-97.9% | $12,309-98.9% |