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 | $14,748 | $105,630-86.0% | $87,507-83.1% | $273,961-94.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 81.42% | 12.25%+69.2pp | 12.21%+69.2pp | 41.45%+40.0pp |
| Employer contribution / active EE | $1,995 | $3,141-36.5% | $2,550-21.8% | $4,869-59.0% |
| Participant deferral / active EE | $7,771 | $3,601+115.8% | $3,149+146.8% | $5,287+47.0% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |