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 | $9,916 | $150,440-93.4% | $136,294-92.7% | $147,584-93.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.67% | 1049.08%-1034.4pp | 5155.94%-5141.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $4,335 | $5,256-17.5% | $4,695-7.7% | $4,876-11.1% |
| Participant deferral / active EE | $9,994 | $6,630+50.7% | $6,247+60.0% | $5,439+83.8% |
| Admin fee / account holder | $60 | $10,905-99.4% | $9,243-99.4% | $10,885-99.4% |