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 | $7,798 | $105,998-92.6% | $92,233-91.5% | $147,584-94.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 36.21% | 50.05%-13.8pp | 176.28%-140.1pp | 578.55%-542.3pp |
| Employer contribution / active EE | $2,976 | $4,333-31.3% | $3,679-19.1% | $4,876-39.0% |
| Participant deferral / active EE | $4,066 | $4,478-9.2% | $3,897+4.4% | $5,439-25.2% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |