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 | $10,241 | $150,440-93.2% | $136,294-92.5% | $147,584-93.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.90% | 1049.08%-1032.2pp | 5155.94%-5139.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,490 | $5,256-71.7% | $4,695-68.3% | $4,876-69.4% |
| Participant deferral / active EE | $2,324 | $6,630-64.9% | $6,247-62.8% | $5,439-57.3% |
| Admin fee / account holder | $206 | $10,905-98.1% | $9,243-97.8% | $10,885-98.1% |