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 | $22,109 | $202,318-89.1% | $172,739-87.2% | $152,861-85.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.01% | 1029.65%-1007.6pp | 802.84%-780.8pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,120 | $5,856-63.8% | $5,143-58.8% | $4,762-55.5% |
| Participant deferral / active EE | $6,417 | $5,948+7.9% | $5,198+23.5% | $5,850+9.7% |
| Admin fee / account holder | $6 | $17,109-100.0% | $13,954-100.0% | $11,596-99.9% |