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 | $20,169 | $127,386-84.2% | $115,037-82.5% | $125,391-83.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 274.16% | 31.28%+242.9pp | 26.14%+248.0pp | 282.22%-8.1pp |
| Employer contribution / active EE | $1,768 | $5,166-65.8% | $4,608-61.6% | $4,866-63.7% |
| Participant deferral / active EE | $5,224 | $6,423-18.7% | $6,026-13.3% | $5,352-2.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |