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 | $7,350 | $150,440-95.1% | $136,294-94.6% | $147,584-95.0% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 29.63% | 1049.08%-1019.5pp | 5155.94%-5126.3pp | 578.55%-548.9pp |
| Employer contribution / active EE | $1,295 | $5,256-75.4% | $4,695-72.4% | $4,876-73.4% |
| Participant deferral / active EE | $2,247 | $6,630-66.1% | $6,247-64.0% | $5,439-58.7% |
| Admin fee / account holder | $21 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |