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 | $6,997 | $99,652-93.0% | $78,778-91.1% | $147,584-95.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 55.41% | 47.28%+8.1pp | 35.62%+19.8pp | 578.55%-523.1pp |
| Employer contribution / active EE | $1,572 | $2,796-43.8% | $1,986-20.8% | $4,876-67.8% |
| Participant deferral / active EE | $3,756 | $3,664+2.5% | $2,958+27.0% | $5,439-30.9% |
| Admin fee / account holder | $262 | $7,155-96.3% | $5,134-94.9% | $10,885-97.6% |