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 | $12,665 | $150,440-91.6% | $136,294-90.7% | $147,584-91.4% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 36.18% | 1049.08%-1012.9pp | 5155.94%-5119.8pp | 578.55%-542.4pp |
| Employer contribution / active EE | $3,002 | $5,256-42.9% | $4,695-36.1% | $4,876-38.4% |
| Participant deferral / active EE | $2,830 | $6,630-57.3% | $6,247-54.7% | $5,439-48.0% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |