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 | $14,279 | $150,440-90.5% | $136,294-89.5% | $147,584-90.3% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 171.71% | 1049.08%-877.4pp | 5155.94%-4984.2pp | 578.55%-406.8pp |
| Employer contribution / active EE | $7,912 | $5,256+50.5% | $4,695+68.5% | $4,876+62.3% |
| Participant deferral / active EE | $2,471 | $6,630-62.7% | $6,247-60.4% | $5,439-54.6% |
| Admin fee / account holder | $123 | $10,905-98.9% | $9,243-98.7% | $10,885-98.9% |