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 | $16,914 | $150,440-88.8% | $136,294-87.6% | $147,584-88.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 36.04% | 1049.08%-1013.0pp | 5155.94%-5119.9pp | 578.55%-542.5pp |
| Employer contribution / active EE | $34,460 | $5,256+555.6% | $4,695+633.9% | $4,876+606.7% |
| Participant deferral / active EE | $9,424 | $6,630+42.1% | $6,247+50.9% | $5,439+73.3% |
| Admin fee / account holder | $212 | $10,905-98.1% | $9,243-97.7% | $10,885-98.1% |