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 9-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 | $16,150 | $150,440-89.3% | $136,294-88.2% | $147,584-89.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.34% | 1049.08%-1034.7pp | 5155.94%-5141.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $2,335 | $5,256-55.6% | $4,695-50.3% | $4,876-52.1% |
| Participant deferral / active EE | $5,385 | $6,630-18.8% | $6,247-13.8% | $5,439-1.0% |
| Admin fee / account holder | $40 | $10,905-99.6% | $9,243-99.6% | $10,885-99.6% |