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 | $23,389 | $150,440-84.5% | $136,294-82.8% | $147,584-84.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.23% | 1049.08%-1026.9pp | 5155.94%-5133.7pp | 578.55%-556.3pp |
| Employer contribution / active EE | $5,741 | $5,256+9.2% | $4,695+22.3% | $4,876+17.7% |
| Participant deferral / active EE | $4,524 | $6,630-31.8% | $6,247-27.6% | $5,439-16.8% |
| Admin fee / account holder | $10 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |