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 | $17,617 | $202,318-91.3% | $172,739-89.8% | $152,861-88.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.58% | 1029.65%-1010.1pp | 802.84%-783.3pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,415 | $5,856-75.8% | $5,143-72.5% | $4,762-70.3% |
| Participant deferral / active EE | $3,259 | $5,948-45.2% | $5,198-37.3% | $5,850-44.3% |
| Admin fee / account holder | $131 | $17,109-99.2% | $13,954-99.1% | $11,596-98.9% |