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 | $9,771 | $144,119-93.2% | $117,854-91.7% | $147,584-93.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 140.10% | 531.15%-391.0pp | 335.08%-195.0pp | 578.55%-438.4pp |
| Employer contribution / active EE | $1,577 | $4,896-67.8% | $3,786-58.3% | $4,876-67.7% |
| Participant deferral / active EE | $2,390 | $5,316-55.0% | $4,482-46.7% | $5,439-56.1% |
| Admin fee / account holder | $155 | $10,886-98.6% | $8,020-98.1% | $10,885-98.6% |