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 | $7,330 | $69,518-89.5% | $59,878-87.8% | $135,375-94.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 49.81% | 7.94%+41.9pp | 3.46%+46.4pp | 519.73%-469.9pp |
| Employer contribution / active EE | $1,684 | $3,235-47.9% | $2,722-38.1% | $4,779-64.8% |
| Participant deferral / active EE | $1,162 | $4,206-72.4% | $3,402-65.9% | $5,609-79.3% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |