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 | $30,702 | $171,865-82.1% | $149,718-79.5% | $147,584-79.2% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 22.63% | 2113.22%-2090.6pp | 1501.63%-1479.0pp | 578.55%-555.9pp |
| Employer contribution / active EE | $1,983 | $6,275-68.4% | $5,445-63.6% | $4,876-59.3% |
| Participant deferral / active EE | $10,006 | $7,271+37.6% | $6,569+52.3% | $5,439+84.0% |
| Admin fee / account holder | $128 | $13,799-99.1% | $11,283-98.9% | $10,885-98.8% |