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 | $6,223 | $99,020-93.7% | $86,590-92.8% | $147,584-95.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 24.07% | 1312.34%-1288.3pp | 964.84%-940.8pp | 578.55%-554.5pp |
| Employer contribution / active EE | $1,059 | $3,132-66.2% | $2,839-62.7% | $4,876-78.3% |
| Participant deferral / active EE | $1,668 | $3,972-58.0% | $3,609-53.8% | $5,439-69.3% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |