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 | $13,452 | $150,440-91.1% | $136,294-90.1% | $147,584-90.9% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 46.88% | 1049.08%-1002.2pp | 5155.94%-5109.1pp | 578.55%-531.7pp |
| Employer contribution / active EE | $962 | $5,256-81.7% | $4,695-79.5% | $4,876-80.3% |
| Participant deferral / active EE | $6,010 | $6,630-9.4% | $6,247-3.8% | $5,439+10.5% |
| Admin fee / account holder | $220 | $10,905-98.0% | $9,243-97.6% | $10,885-98.0% |