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 | $8,708 | $92,222-90.6% | $76,768-88.7% | $135,375-93.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 38.36% | 5.46%+32.9pp | 2.43%+35.9pp | 519.73%-481.4pp |
| Employer contribution / active EE | $1,414 | $3,216-56.0% | $2,485-43.1% | $4,779-70.4% |
| Participant deferral / active EE | $2,617 | $4,509-42.0% | $3,852-32.1% | $5,609-53.3% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |