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 4-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 | $13,413 | $202,432-93.4% | $169,368-92.1% | $139,434-90.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 50.53% | 531.74%-481.2pp | 405.60%-355.1pp | 372.94%-322.4pp |
| Employer contribution / active EE | $1,757 | $4,692-62.6% | $4,013-56.2% | $4,751-63.0% |
| Participant deferral / active EE | $8,556 | $6,938+23.3% | $6,221+37.5% | $6,710+27.5% |
| Admin fee / account holder | $50 | $10,708-99.5% | $9,003-99.4% | $11,403-99.6% |