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 | $12,045 | $106,890-88.7% | $84,015-85.7% | $152,861-92.1% |
| Participation rate | 77.8% | 75.2%+2.5pp | 69.0%+8.8pp | 82.4%-4.7pp |
| Annual return | 49.13% | 104.99%-55.9pp | 71.31%-22.2pp | 345.32%-296.2pp |
| Employer contribution / active EE | $3,133 | $2,734+14.6% | $1,983+57.9% | $4,762-34.2% |
| Participant deferral / active EE | $0 | $4,011-100.0% | $3,239-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |