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 | $12,324 | $105,998-88.4% | $92,233-86.6% | $147,584-91.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 39.51% | 50.05%-10.5pp | 176.28%-136.8pp | 578.55%-539.0pp |
| Employer contribution / active EE | $1,208 | $4,333-72.1% | $3,679-67.2% | $4,876-75.2% |
| Participant deferral / active EE | $7,652 | $4,478+70.9% | $3,897+96.4% | $5,439+40.7% |
| Admin fee / account holder | $68 | $6,332-98.9% | $5,194-98.7% | $10,885-99.4% |