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 | $13,451 | $105,998-87.3% | $92,233-85.4% | $147,584-90.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 82.08% | 50.05%+32.0pp | 176.28%-94.2pp | 578.55%-496.5pp |
| Employer contribution / active EE | $5,170 | $4,333+19.3% | $3,679+40.5% | $4,876+6.0% |
| Participant deferral / active EE | $4,694 | $4,478+4.8% | $3,897+20.5% | $5,439-13.7% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |