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 | $13,286 | $105,998-87.5% | $92,233-85.6% | $147,584-91.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 34.36% | 50.05%-15.7pp | 176.28%-141.9pp | 578.55%-544.2pp |
| Employer contribution / active EE | $4,138 | $4,333-4.5% | $3,679+12.5% | $4,876-15.1% |
| Participant deferral / active EE | $6,549 | $4,478+46.3% | $3,897+68.1% | $5,439+20.4% |
| Admin fee / account holder | $150 | $6,332-97.6% | $5,194-97.1% | $10,885-98.6% |