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 | $22,133 | $232,540-90.5% | $185,117-88.0% | $147,584-85.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 26.17% | 43.03%-16.9pp | 40.50%-14.3pp | 578.55%-552.4pp |
| Employer contribution / active EE | $1,206 | $5,195-76.8% | $4,182-71.2% | $4,876-75.3% |
| Participant deferral / active EE | $2,698 | $5,834-53.7% | $5,045-46.5% | $5,439-50.4% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |