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 | $18,642 | $150,440-87.6% | $136,294-86.3% | $147,584-87.4% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 26.00% | 1049.08%-1023.1pp | 5155.94%-5129.9pp | 578.55%-552.5pp |
| Employer contribution / active EE | $1,853 | $5,256-64.7% | $4,695-60.5% | $4,876-62.0% |
| Participant deferral / active EE | $5,174 | $6,630-22.0% | $6,247-17.2% | $5,439-4.9% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |