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 | $33,825 | $171,865-80.3% | $149,718-77.4% | $147,584-77.1% |
| Participation rate | 71.4% | 88.2%-16.8pp | 87.1%-15.6pp | 82.8%-11.4pp |
| Annual return | 20.49% | 2113.22%-2092.7pp | 1501.63%-1481.1pp | 578.55%-558.1pp |
| Employer contribution / active EE | $2,285 | $6,275-63.6% | $5,445-58.0% | $4,876-53.1% |
| Participant deferral / active EE | $3,351 | $7,271-53.9% | $6,569-49.0% | $5,439-38.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |