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 | $15,961 | $150,440-89.4% | $136,294-88.3% | $147,584-89.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.30% | 1049.08%-1037.8pp | 5155.94%-5144.6pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,876 | $5,256-64.3% | $4,695-60.0% | $4,876-61.5% |
| Participant deferral / active EE | $2,345 | $6,630-64.6% | $6,247-62.5% | $5,439-56.9% |
| Admin fee / account holder | $143 | $10,905-98.7% | $9,243-98.5% | $10,885-98.7% |