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 | $6,012 | $150,440-96.0% | $136,294-95.6% | $147,584-95.9% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 20.30% | 1049.08%-1028.8pp | 5155.94%-5135.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $1,641 | $5,256-68.8% | $4,695-65.1% | $4,876-66.4% |
| Participant deferral / active EE | $2,304 | $6,630-65.2% | $6,247-63.1% | $5,439-57.6% |
| Admin fee / account holder | $263 | $10,905-97.6% | $9,243-97.2% | $10,885-97.6% |