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 | $17,998 | $150,440-88.0% | $136,294-86.8% | $147,584-87.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.99% | 1049.08%-1024.1pp | 5155.94%-5130.9pp | 578.55%-553.6pp |
| Employer contribution / active EE | $1,701 | $5,256-67.6% | $4,695-63.8% | $4,876-65.1% |
| Participant deferral / active EE | $2,630 | $6,630-60.3% | $6,247-57.9% | $5,439-51.6% |
| Admin fee / account holder | $23 | $10,905-99.8% | $9,243-99.7% | $10,885-99.8% |