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 | $10,833 | $171,865-93.7% | $149,718-92.8% | $147,584-92.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 36.49% | 2113.22%-2076.7pp | 1501.63%-1465.1pp | 578.55%-542.1pp |
| Employer contribution / active EE | $1,620 | $6,275-74.2% | $5,445-70.2% | $4,876-66.8% |
| Participant deferral / active EE | $5,983 | $7,271-17.7% | $6,569-8.9% | $5,439+10.0% |
| Admin fee / account holder | $60 | $13,799-99.6% | $11,283-99.5% | $10,885-99.4% |