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 | $28,233 | $202,318-86.0% | $172,739-83.7% | $152,861-81.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.18% | 1029.65%-1007.5pp | 802.84%-780.7pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,341 | $5,856-60.0% | $5,143-54.5% | $4,762-50.9% |
| Participant deferral / active EE | $12,000 | $5,948+101.7% | $5,198+130.9% | $5,850+105.1% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |