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 | $14,604 | $150,440-90.3% | $136,294-89.3% | $147,584-90.1% |
| Participation rate | 73.3% | 84.4%-11.1pp | 81.9%-8.6pp | 82.8%-9.5pp |
| Annual return | 33.80% | 1049.08%-1015.3pp | 5155.94%-5122.1pp | 578.55%-544.8pp |
| Employer contribution / active EE | $2,403 | $5,256-54.3% | $4,695-48.8% | $4,876-50.7% |
| Participant deferral / active EE | $3,907 | $6,630-41.1% | $6,247-37.5% | $5,439-28.2% |
| Admin fee / account holder | $8 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |