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 | $35,149 | $100,041-64.9% | $149,718-76.5% | $70,131-49.9% |
| Participation rate | 92.5% | 83.6%+8.9pp | 87.1%+5.4pp | 69.5%+23.0pp |
| Annual return | 37.15% | 27.43%+9.7pp | 1501.63%-1464.5pp | 73.14%-36.0pp |
| Employer contribution / active EE | $2,378 | $3,662-35.1% | $5,445-56.3% | $2,342+1.5% |
| Participant deferral / active EE | $9,704 | $4,983+94.8% | $6,569+47.7% | $3,332+191.3% |
| Admin fee / account holder | $0 | $8,286-100.0% | $11,283-100.0% | $4,645-100.0% |