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 | $23,674 | $171,865-86.2% | $149,718-84.2% | $147,584-84.0% |
| Participation rate | 82.4% | 88.2%-5.8pp | 87.1%-4.7pp | 82.8%-0.5pp |
| Annual return | 22.52% | 2113.22%-2090.7pp | 1501.63%-1479.1pp | 578.55%-556.0pp |
| Employer contribution / active EE | $2,581 | $6,275-58.9% | $5,445-52.6% | $4,876-47.1% |
| Participant deferral / active EE | $6,378 | $7,271-12.3% | $6,569-2.9% | $5,439+17.3% |
| Admin fee / account holder | $16 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |