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 | $9,947 | $150,440-93.4% | $136,294-92.7% | $147,584-93.3% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 63.65% | 1049.08%-985.4pp | 5155.94%-5092.3pp | 578.55%-514.9pp |
| Employer contribution / active EE | $1,885 | $5,256-64.1% | $4,695-59.9% | $4,876-61.4% |
| Participant deferral / active EE | $5,428 | $6,630-18.1% | $6,247-13.1% | $5,439-0.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |