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 | $15,494 | $105,998-85.4% | $92,233-83.2% | $147,584-89.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.85% | 50.05%-33.2pp | 176.28%-159.4pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,694 | $4,333-60.9% | $3,679-54.0% | $4,876-65.3% |
| Participant deferral / active EE | $5,056 | $4,478+12.9% | $3,897+29.7% | $5,439-7.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |