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 | $9,539 | $150,440-93.7% | $136,294-93.0% | $147,584-93.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.87% | 1049.08%-1027.2pp | 5155.94%-5134.1pp | 578.55%-556.7pp |
| Employer contribution / active EE | $1,421 | $5,256-73.0% | $4,695-69.7% | $4,876-70.9% |
| Participant deferral / active EE | $3,553 | $6,630-46.4% | $6,247-43.1% | $5,439-34.7% |
| Admin fee / account holder | $82 | $10,905-99.3% | $9,243-99.1% | $10,885-99.2% |