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 | $16,645 | $150,440-88.9% | $136,294-87.8% | $147,584-88.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 29.72% | 1049.08%-1019.4pp | 5155.94%-5126.2pp | 578.55%-548.8pp |
| Employer contribution / active EE | $4,265 | $5,256-18.9% | $4,695-9.2% | $4,876-12.5% |
| Participant deferral / active EE | $5,342 | $6,630-19.4% | $6,247-14.5% | $5,439-1.8% |
| Admin fee / account holder | $40 | $10,905-99.6% | $9,243-99.6% | $10,885-99.6% |