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 | $15,324 | $165,912-90.8% | $122,332-87.5% | $147,584-89.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 13.28% | 34.55%-21.3pp | 30.27%-17.0pp | 578.55%-565.3pp |
| Employer contribution / active EE | $2,083 | $5,754-63.8% | $4,050-48.6% | $4,876-57.3% |
| Participant deferral / active EE | $1,072 | $4,005-73.2% | $3,287-67.4% | $5,439-80.3% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |