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 | $15,347 | $202,318-92.4% | $172,739-91.1% | $152,861-90.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.96% | 1029.65%-1000.7pp | 802.84%-773.9pp | 345.32%-316.4pp |
| Employer contribution / active EE | $1,920 | $5,856-67.2% | $5,143-62.7% | $4,762-59.7% |
| Participant deferral / active EE | $4,270 | $5,948-28.2% | $5,198-17.8% | $5,850-27.0% |
| Admin fee / account holder | $150 | $17,109-99.1% | $13,954-98.9% | $11,596-98.7% |