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 | $15,341 | $150,440-89.8% | $136,294-88.7% | $147,584-89.6% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 27.16% | 1049.08%-1021.9pp | 5155.94%-5128.8pp | 578.55%-551.4pp |
| Employer contribution / active EE | $2,287 | $5,256-56.5% | $4,695-51.3% | $4,876-53.1% |
| Participant deferral / active EE | $5,966 | $6,630-10.0% | $6,247-4.5% | $5,439+9.7% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |