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 | $13,827 | $150,440-90.8% | $136,294-89.9% | $147,584-90.6% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 18.38% | 1049.08%-1030.7pp | 5155.94%-5137.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,747 | $5,256-66.8% | $4,695-62.8% | $4,876-64.2% |
| Participant deferral / active EE | $2,562 | $6,630-61.4% | $6,247-59.0% | $5,439-52.9% |
| Admin fee / account holder | $99 | $10,905-99.1% | $9,243-98.9% | $10,885-99.1% |