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 | $10,577 | $99,652-89.4% | $78,778-86.6% | $147,584-92.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 26.38% | 47.28%-20.9pp | 35.62%-9.2pp | 578.55%-552.2pp |
| Employer contribution / active EE | $1,919 | $2,796-31.4% | $1,986-3.4% | $4,876-60.7% |
| Participant deferral / active EE | $2,745 | $3,664-25.1% | $2,958-7.2% | $5,439-49.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |