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 | $18,191 | $144,119-87.4% | $117,854-84.6% | $147,584-87.7% |
| Participation rate | 95.2% | 83.4%+11.8pp | 79.7%+15.6pp | 82.8%+12.4pp |
| Annual return | 18.00% | 531.15%-513.2pp | 335.08%-317.1pp | 578.55%-560.6pp |
| Employer contribution / active EE | $2,010 | $4,896-59.0% | $3,786-46.9% | $4,876-58.8% |
| Participant deferral / active EE | $4,134 | $5,316-22.2% | $4,482-7.8% | $5,439-24.0% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |