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 | $8,722 | $77,419-88.7% | $69,455-87.4% | $152,861-94.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 9.40% | 39.06%-29.7pp | 28.97%-19.6pp | 345.32%-335.9pp |
| Employer contribution / active EE | $1,178 | $3,315-64.5% | $2,779-57.6% | $4,762-75.3% |
| Participant deferral / active EE | $1,178 | $4,414-73.3% | $3,535-66.7% | $5,850-79.9% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |