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 | $13,550 | $150,440-91.0% | $136,294-90.1% | $147,584-90.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 47.39% | 1049.08%-1001.7pp | 5155.94%-5108.6pp | 578.55%-531.2pp |
| Employer contribution / active EE | $3,336 | $5,256-36.5% | $4,695-29.0% | $4,876-31.6% |
| Participant deferral / active EE | $7,070 | $6,630+6.6% | $6,247+13.2% | $5,439+30.0% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |