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 | $34,668 | $100,041-65.3% | $149,718-76.8% | $70,131-50.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 60.18% | 27.43%+32.7pp | 1501.63%-1441.5pp | 73.14%-13.0pp |
| Employer contribution / active EE | $5,118 | $3,662+39.8% | $5,445-6.0% | $2,342+118.5% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $240 | $8,286-97.1% | $11,283-97.9% | $4,645-94.8% |