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 | $21,410 | $171,865-87.5% | $149,718-85.7% | $147,584-85.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.21% | 2113.22%-2104.0pp | 1501.63%-1492.4pp | 578.55%-569.3pp |
| Employer contribution / active EE | $1,927 | $6,275-69.3% | $5,445-64.6% | $4,876-60.5% |
| Participant deferral / active EE | $3,094 | $7,271-57.4% | $6,569-52.9% | $5,439-43.1% |
| Admin fee / account holder | $296 | $13,799-97.9% | $11,283-97.4% | $10,885-97.3% |