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 | $17,984 | $171,865-89.5% | $149,718-88.0% | $147,584-87.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 44.58% | 2113.22%-2068.6pp | 1501.63%-1457.0pp | 578.55%-534.0pp |
| Employer contribution / active EE | $4,242 | $6,275-32.4% | $5,445-22.1% | $4,876-13.0% |
| Participant deferral / active EE | $7,475 | $7,271+2.8% | $6,569+13.8% | $5,439+37.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |