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 | $19,028 | $232,540-91.8% | $185,117-89.7% | $147,584-87.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 28.05% | 43.03%-15.0pp | 40.50%-12.4pp | 578.55%-550.5pp |
| Employer contribution / active EE | $1,473 | $5,195-71.6% | $4,182-64.8% | $4,876-69.8% |
| Participant deferral / active EE | $7,064 | $5,834+21.1% | $5,045+40.0% | $5,439+29.9% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |