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 | $23,647 | $155,788-84.8% | $124,672-81.0% | $167,490-85.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 26.57% | 17.97%+8.6pp | 5142.93%-5116.4pp | 478.56%-452.0pp |
| Employer contribution / active EE | $2,803 | $4,163-32.7% | $3,324-15.7% | $4,837-42.1% |
| Participant deferral / active EE | $4,601 | $5,673-18.9% | $4,614-0.3% | $6,341-27.4% |
| Admin fee / account holder | $71 | $9,531-99.3% | $7,493-99.1% | $12,309-99.4% |