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 | $9,023 | $105,998-91.5% | $92,233-90.2% | $147,584-93.9% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 28.47% | 50.05%-21.6pp | 176.28%-147.8pp | 578.55%-550.1pp |
| Employer contribution / active EE | $2,066 | $4,333-52.3% | $3,679-43.8% | $4,876-57.6% |
| Participant deferral / active EE | $2,580 | $4,478-42.4% | $3,897-33.8% | $5,439-52.6% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |