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 | $19,261 | $150,440-87.2% | $136,294-85.9% | $147,584-86.9% |
| Participation rate | 73.3% | 84.4%-11.1pp | 81.9%-8.6pp | 82.8%-9.5pp |
| Annual return | 18.58% | 1049.08%-1030.5pp | 5155.94%-5137.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,642 | $6,630-30.0% | $6,247-25.7% | $5,439-14.7% |
| Admin fee / account holder | $25 | $10,905-99.8% | $9,243-99.7% | $10,885-99.8% |