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 | $27,588 | $202,318-86.4% | $172,739-84.0% | $152,861-82.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.09% | 1029.65%-1008.6pp | 802.84%-781.8pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,704 | $5,856-70.9% | $5,143-66.9% | $4,762-64.2% |
| Participant deferral / active EE | $2,798 | $5,948-53.0% | $5,198-46.2% | $5,850-52.2% |
| Admin fee / account holder | $127 | $17,109-99.3% | $13,954-99.1% | $11,596-98.9% |