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 | $16,054 | $150,440-89.3% | $136,294-88.2% | $147,584-89.1% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 19.44% | 1049.08%-1029.6pp | 5155.94%-5136.5pp | 578.55%-559.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,425 | $6,630-18.2% | $6,247-13.2% | $5,439-0.3% |
| Admin fee / account holder | $158 | $10,905-98.6% | $9,243-98.3% | $10,885-98.6% |