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 | $29,794 | $282,126-89.4% | $282,126-89.4% | $254,510-88.3% |
| Participation rate | 100.0% | 56.3%+43.7pp | 41.9%+58.1pp | 43.0%+57.0pp |
| Annual return | 9.76% | 1315.74%-1306.0pp | 1087.39%-1077.6pp | 259.13%-249.4pp |
| Employer contribution / active EE | $3,050 | $46,882-93.5% | $42,245-92.8% | $41,469-92.6% |
| Participant deferral / active EE | $1,175 | $84+1302.3% | $120+879.8% | $153+667.6% |
| Admin fee / account holder | $63 | $2,639-97.6% | $2,639-97.6% | $21,546-99.7% |