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 | $9,381 | $105,998-91.1% | $92,233-89.8% | $147,584-93.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 159.99% | 50.05%+109.9pp | 176.28%-16.3pp | 578.55%-418.6pp |
| Employer contribution / active EE | $2,211 | $4,333-49.0% | $3,679-39.9% | $4,876-54.7% |
| Participant deferral / active EE | $4,898 | $4,478+9.4% | $3,897+25.7% | $5,439-9.9% |
| Admin fee / account holder | $292 | $6,332-95.4% | $5,194-94.4% | $10,885-97.3% |