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 | $23,935 | $150,440-84.1% | $136,294-82.4% | $147,584-83.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.70% | 1049.08%-1025.4pp | 5155.94%-5132.2pp | 578.55%-554.8pp |
| Employer contribution / active EE | $2,639 | $5,256-49.8% | $4,695-43.8% | $4,876-45.9% |
| Participant deferral / active EE | $2,302 | $6,630-65.3% | $6,247-63.1% | $5,439-57.7% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |