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 | $30,569 | $202,318-84.9% | $172,739-82.3% | $152,861-80.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.37% | 1029.65%-1007.3pp | 802.84%-780.5pp | 345.32%-322.9pp |
| Employer contribution / active EE | $3,552 | $5,856-39.3% | $5,143-30.9% | $4,762-25.4% |
| Participant deferral / active EE | $5,143 | $5,948-13.5% | $5,198-1.1% | $5,850-12.1% |
| Admin fee / account holder | $116 | $17,109-99.3% | $13,954-99.2% | $11,596-99.0% |