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 | $11,453 | $171,865-93.3% | $149,718-92.4% | $147,584-92.2% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 21.66% | 2113.22%-2091.6pp | 1501.63%-1480.0pp | 578.55%-556.9pp |
| Employer contribution / active EE | $1,534 | $6,275-75.6% | $5,445-71.8% | $4,876-68.5% |
| Participant deferral / active EE | $2,992 | $7,271-58.9% | $6,569-54.5% | $5,439-45.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |