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 | $11,394 | $99,079-88.5% | $77,999-85.4% | $273,961-95.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 13.35% | 217.93%-204.6pp | 425.96%-412.6pp | 41.45%-28.1pp |
| Employer contribution / active EE | $2,459 | $3,308-25.7% | $2,470-0.4% | $4,869-49.5% |
| Participant deferral / active EE | $3,099 | $4,306-28.0% | $3,497-11.4% | $5,287-41.4% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |