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 | $23,797 | $150,440-84.2% | $136,294-82.5% | $147,584-83.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.25% | 1049.08%-1028.8pp | 5155.94%-5135.7pp | 578.55%-558.3pp |
| Employer contribution / active EE | $2,061 | $5,256-60.8% | $4,695-56.1% | $4,876-57.7% |
| Participant deferral / active EE | $5,767 | $6,630-13.0% | $6,247-7.7% | $5,439+6.0% |
| Admin fee / account holder | $82 | $10,905-99.2% | $9,243-99.1% | $10,885-99.2% |