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 | $21,969 | $150,440-85.4% | $136,294-83.9% | $147,584-85.1% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 31.95% | 1049.08%-1017.1pp | 5155.94%-5124.0pp | 578.55%-546.6pp |
| Employer contribution / active EE | $1,615 | $5,256-69.3% | $4,695-65.6% | $4,876-66.9% |
| Participant deferral / active EE | $5,879 | $6,630-11.3% | $6,247-5.9% | $5,439+8.1% |
| Admin fee / account holder | $111 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |