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 | $20,613 | $150,440-86.3% | $136,294-84.9% | $147,584-86.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.49% | 1049.08%-1034.6pp | 5155.94%-5141.4pp | 578.55%-564.1pp |
| Employer contribution / active EE | $1,244 | $5,256-76.3% | $4,695-73.5% | $4,876-74.5% |
| Participant deferral / active EE | $2,568 | $6,630-61.3% | $6,247-58.9% | $5,439-52.8% |
| Admin fee / account holder | $278 | $10,905-97.4% | $9,243-97.0% | $10,885-97.4% |