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 | $16,521 | $150,440-89.0% | $136,294-87.9% | $147,584-88.8% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 28.28% | 1049.08%-1020.8pp | 5155.94%-5127.7pp | 578.55%-550.3pp |
| Employer contribution / active EE | $3,817 | $5,256-27.4% | $4,695-18.7% | $4,876-21.7% |
| Participant deferral / active EE | $7,830 | $6,630+18.1% | $6,247+25.3% | $5,439+44.0% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |