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 | $10,471 | $99,341-89.5% | $84,750-87.6% | $273,961-96.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1033.35% | 22.93%+1010.4pp | 22.78%+1010.6pp | 41.45%+991.9pp |
| Employer contribution / active EE | $1,593 | $4,214-62.2% | $3,574-55.4% | $4,869-67.3% |
| Participant deferral / active EE | $1,648 | $4,269-61.4% | $3,712-55.6% | $5,287-68.8% |
| Admin fee / account holder | $24 | $6,644-99.6% | $5,332-99.6% | $10,132-99.8% |