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 4-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 | $15,574 | $165,335-90.6% | $149,696-89.6% | $158,922-90.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16244.73% | 348.15%+15896.6pp | 276.60%+15968.1pp | 302.83%+15941.9pp |
| Employer contribution / active EE | $1,946 | $5,103-61.9% | $4,644-58.1% | $4,761-59.1% |
| Participant deferral / active EE | $6,165 | $7,181-14.1% | $6,842-9.9% | $5,982+3.1% |
| Admin fee / account holder | $62 | $10,807-99.4% | $9,309-99.3% | $11,246-99.5% |