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 | $12,068 | $99,020-87.8% | $86,590-86.1% | $147,584-91.8% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 25.02% | 1312.34%-1287.3pp | 964.84%-939.8pp | 578.55%-553.5pp |
| Employer contribution / active EE | $1,869 | $3,132-40.3% | $2,839-34.2% | $4,876-61.7% |
| Participant deferral / active EE | $3,151 | $3,972-20.7% | $3,609-12.7% | $5,439-42.1% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |