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 | $9,623 | $99,020-90.3% | $86,590-88.9% | $147,584-93.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 29.65% | 1312.34%-1282.7pp | 964.84%-935.2pp | 578.55%-548.9pp |
| Employer contribution / active EE | $2,057 | $3,132-34.3% | $2,839-27.6% | $4,876-57.8% |
| Participant deferral / active EE | $6,539 | $3,972+64.6% | $3,609+81.2% | $5,439+20.2% |
| Admin fee / account holder | $1 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |