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 | $6,654 | $150,440-95.6% | $136,294-95.1% | $147,584-95.5% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 259.79% | 1049.08%-789.3pp | 5155.94%-4896.1pp | 578.55%-318.8pp |
| Employer contribution / active EE | $916 | $5,256-82.6% | $4,695-80.5% | $4,876-81.2% |
| Participant deferral / active EE | $3,544 | $6,630-46.6% | $6,247-43.3% | $5,439-34.8% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |