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 | $14,532 | $171,865-91.5% | $149,718-90.3% | $147,584-90.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 31.99% | 2113.22%-2081.2pp | 1501.63%-1469.6pp | 578.55%-546.6pp |
| Employer contribution / active EE | $2,074 | $6,275-67.0% | $5,445-61.9% | $4,876-57.5% |
| Participant deferral / active EE | $3,060 | $7,271-57.9% | $6,569-53.4% | $5,439-43.7% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |