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 | $19,989 | $150,440-86.7% | $136,294-85.3% | $147,584-86.5% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 17.79% | 1049.08%-1031.3pp | 5155.94%-5138.1pp | 578.55%-560.8pp |
| Employer contribution / active EE | $2,337 | $5,256-55.5% | $4,695-50.2% | $4,876-52.1% |
| Participant deferral / active EE | $3,634 | $6,630-45.2% | $6,247-41.8% | $5,439-33.2% |
| Admin fee / account holder | $163 | $10,905-98.5% | $9,243-98.2% | $10,885-98.5% |