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 | $33,160 | $171,865-80.7% | $149,718-77.9% | $147,584-77.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.99% | 2113.22%-2095.2pp | 1501.63%-1483.6pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,777 | $6,275-71.7% | $5,445-67.4% | $4,876-63.6% |
| Participant deferral / active EE | $5,411 | $7,271-25.6% | $6,569-17.6% | $5,439-0.5% |
| Admin fee / account holder | $223 | $13,799-98.4% | $11,283-98.0% | $10,885-98.0% |