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 | $22,369 | $171,865-87.0% | $149,718-85.1% | $147,584-84.8% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 15.51% | 2113.22%-2097.7pp | 1501.63%-1486.1pp | 578.55%-563.0pp |
| Employer contribution / active EE | $2,196 | $6,275-65.0% | $5,445-59.7% | $4,876-55.0% |
| Participant deferral / active EE | $3,206 | $7,271-55.9% | $6,569-51.2% | $5,439-41.0% |
| Admin fee / account holder | $287 | $13,799-97.9% | $11,283-97.5% | $10,885-97.4% |