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 | $9,164 | $105,998-91.4% | $92,233-90.1% | $147,584-93.8% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 49.29% | 50.05%-0.8pp | 176.28%-127.0pp | 578.55%-529.3pp |
| Employer contribution / active EE | $2,418 | $4,333-44.2% | $3,679-34.3% | $4,876-50.4% |
| Participant deferral / active EE | $3,269 | $4,478-27.0% | $3,897-16.1% | $5,439-39.9% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |