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 | $16,882 | $150,440-88.8% | $136,294-87.6% | $147,584-88.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 33.18% | 1049.08%-1015.9pp | 5155.94%-5122.8pp | 578.55%-545.4pp |
| Employer contribution / active EE | $3,157 | $5,256-39.9% | $4,695-32.8% | $4,876-35.3% |
| Participant deferral / active EE | $8,740 | $6,630+31.8% | $6,247+39.9% | $5,439+60.7% |
| Admin fee / account holder | $48 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |