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 | $16,724 | $185,200-91.0% | $142,863-88.3% | $167,490-90.0% |
| Participation rate | 72.2% | 78.4%-6.2pp | 71.9%+0.3pp | 82.1%-9.9pp |
| Annual return | 34.51% | 8555.70%-8521.2pp | 5637.54%-5603.0pp | 478.56%-444.0pp |
| Employer contribution / active EE | $1,446 | $5,604-74.2% | $4,144-65.1% | $4,837-70.1% |
| Participant deferral / active EE | $1,658 | $4,494-63.1% | $3,837-56.8% | $6,341-73.8% |
| Admin fee / account holder | $20 | $8,031-99.8% | $6,560-99.7% | $12,309-99.8% |