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 | $12,208 | $99,652-87.7% | $78,778-84.5% | $147,584-91.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 23.58% | 47.28%-23.7pp | 35.62%-12.0pp | 578.55%-555.0pp |
| Employer contribution / active EE | $2,010 | $2,796-28.1% | $1,986+1.2% | $4,876-58.8% |
| Participant deferral / active EE | $7,646 | $3,664+108.7% | $2,958+158.5% | $5,439+40.6% |
| Admin fee / account holder | $94 | $7,155-98.7% | $5,134-98.2% | $10,885-99.1% |