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 | $15,221 | $105,998-85.6% | $92,233-83.5% | $147,584-89.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.40% | 50.05%-31.7pp | 176.28%-157.9pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,314 | $4,333-69.7% | $3,679-64.3% | $4,876-73.1% |
| Participant deferral / active EE | $1,397 | $4,478-68.8% | $3,897-64.1% | $5,439-74.3% |
| Admin fee / account holder | $157 | $6,332-97.5% | $5,194-97.0% | $10,885-98.6% |