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 | $10,188 | $171,865-94.1% | $149,718-93.2% | $147,584-93.1% |
| Participation rate | 90.5% | 88.2%+2.3pp | 87.1%+3.4pp | 82.8%+7.6pp |
| Annual return | 39.47% | 2113.22%-2073.7pp | 1501.63%-1462.2pp | 578.55%-539.1pp |
| Employer contribution / active EE | $2,710 | $6,275-56.8% | $5,445-50.2% | $4,876-44.4% |
| Participant deferral / active EE | $4,034 | $7,271-44.5% | $6,569-38.6% | $5,439-25.8% |
| Admin fee / account holder | $190 | $13,799-98.6% | $11,283-98.3% | $10,885-98.3% |