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 | $21,590 | $98,240-78.0% | $82,313-73.8% | $147,584-85.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 24.81% | 30.85%-6.0pp | 25.88%-1.1pp | 578.55%-553.7pp |
| Employer contribution / active EE | $2,080 | $3,192-34.8% | $2,428-14.3% | $4,876-57.3% |
| Participant deferral / active EE | $5,200 | $4,383+18.6% | $3,706+40.3% | $5,439-4.4% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |