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 | $9,546 | $171,865-94.4% | $149,718-93.6% | $147,584-93.5% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 138.99% | 2113.22%-1974.2pp | 1501.63%-1362.6pp | 578.55%-439.6pp |
| Employer contribution / active EE | $1,688 | $6,275-73.1% | $5,445-69.0% | $4,876-65.4% |
| Participant deferral / active EE | $5,748 | $7,271-20.9% | $6,569-12.5% | $5,439+5.7% |
| Admin fee / account holder | $85 | $13,799-99.4% | $11,283-99.2% | $10,885-99.2% |