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 | $19,156 | $171,865-88.9% | $149,718-87.2% | $147,584-87.0% |
| Participation rate | 70.0% | 88.2%-18.2pp | 87.1%-17.1pp | 82.8%-12.8pp |
| Annual return | 38.05% | 2113.22%-2075.2pp | 1501.63%-1463.6pp | 578.55%-540.5pp |
| Employer contribution / active EE | $1,507 | $6,275-76.0% | $5,445-72.3% | $4,876-69.1% |
| Participant deferral / active EE | $2,970 | $7,271-59.2% | $6,569-54.8% | $5,439-45.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |