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 | $14,953 | $198,466-92.5% | $170,442-91.2% | $147,584-89.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 28.69% | 257.29%-228.6pp | 205.93%-177.2pp | 578.55%-549.9pp |
| Employer contribution / active EE | $1,714 | $6,184-72.3% | $5,433-68.5% | $4,876-64.9% |
| Participant deferral / active EE | $4,129 | $5,629-26.6% | $4,939-16.4% | $5,439-24.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |