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 | $25,670 | $171,865-85.1% | $149,718-82.9% | $147,584-82.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.35% | 2113.22%-2094.9pp | 1501.63%-1483.3pp | 578.55%-560.2pp |
| Employer contribution / active EE | $8,979 | $6,275+43.1% | $5,445+64.9% | $4,876+84.1% |
| Participant deferral / active EE | $6,489 | $7,271-10.7% | $6,569-1.2% | $5,439+19.3% |
| Admin fee / account holder | $93 | $13,799-99.3% | $11,283-99.2% | $10,885-99.1% |