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 | $8,970 | $150,440-94.0% | $136,294-93.4% | $147,584-93.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 37.24% | 1049.08%-1011.8pp | 5155.94%-5118.7pp | 578.55%-541.3pp |
| Employer contribution / active EE | $3,555 | $5,256-32.4% | $4,695-24.3% | $4,876-27.1% |
| Participant deferral / active EE | $5,105 | $6,630-23.0% | $6,247-18.3% | $5,439-6.1% |
| Admin fee / account holder | $16 | $10,905-99.9% | $9,243-99.8% | $10,885-99.9% |