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 | $9,685 | $105,998-90.9% | $92,233-89.5% | $147,584-93.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.46% | 50.05%-34.6pp | 176.28%-160.8pp | 578.55%-563.1pp |
| Employer contribution / active EE | $2,790 | $4,333-35.6% | $3,679-24.2% | $4,876-42.8% |
| Participant deferral / active EE | $2,667 | $4,478-40.4% | $3,897-31.6% | $5,439-51.0% |
| Admin fee / account holder | $20 | $6,332-99.7% | $5,194-99.6% | $10,885-99.8% |