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 | $9,723 | $150,440-93.5% | $136,294-92.9% | $147,584-93.4% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 86.54% | 1049.08%-962.5pp | 5155.94%-5069.4pp | 578.55%-492.0pp |
| Employer contribution / active EE | $2,419 | $5,256-54.0% | $4,695-48.5% | $4,876-50.4% |
| Participant deferral / active EE | $3,574 | $6,630-46.1% | $6,247-42.8% | $5,439-34.3% |
| Admin fee / account holder | $107 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |