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 | $31,392 | $100,041-68.6% | $149,718-79.0% | $70,131-55.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 50.74% | 27.43%+23.3pp | 1501.63%-1450.9pp | 73.14%-22.4pp |
| Employer contribution / active EE | $1,140 | $3,662-68.9% | $5,445-79.1% | $2,342-51.3% |
| Participant deferral / active EE | $10,214 | $4,983+105.0% | $6,569+55.5% | $3,332+206.6% |
| Admin fee / account holder | $276 | $8,286-96.7% | $11,283-97.6% | $4,645-94.1% |