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 | $12,340 | $150,440-91.8% | $136,294-90.9% | $147,584-91.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 31.40% | 1049.08%-1017.7pp | 5155.94%-5124.5pp | 578.55%-547.1pp |
| Employer contribution / active EE | $4,312 | $5,256-18.0% | $4,695-8.2% | $4,876-11.6% |
| Participant deferral / active EE | $6,206 | $6,630-6.4% | $6,247-0.7% | $5,439+14.1% |
| Admin fee / account holder | $117 | $10,905-98.9% | $9,243-98.7% | $10,885-98.9% |