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 | $25,921 | $171,865-84.9% | $149,718-82.7% | $147,584-82.4% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 35.77% | 2113.22%-2077.4pp | 1501.63%-1465.9pp | 578.55%-542.8pp |
| Employer contribution / active EE | $3,097 | $6,275-50.6% | $5,445-43.1% | $4,876-36.5% |
| Participant deferral / active EE | $5,085 | $7,271-30.1% | $6,569-22.6% | $5,439-6.5% |
| Admin fee / account holder | $247 | $13,799-98.2% | $11,283-97.8% | $10,885-97.7% |