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 | $9,909 | $105,998-90.7% | $92,233-89.3% | $147,584-93.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 34.71% | 50.05%-15.3pp | 176.28%-141.6pp | 578.55%-543.8pp |
| Employer contribution / active EE | $2,165 | $4,333-50.0% | $3,679-41.2% | $4,876-55.6% |
| Participant deferral / active EE | $4,560 | $4,478+1.8% | $3,897+17.0% | $5,439-16.2% |
| Admin fee / account holder | $32 | $6,332-99.5% | $5,194-99.4% | $10,885-99.7% |