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 | $11,657 | $99,020-88.2% | $86,590-86.5% | $147,584-92.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 78.43% | 1312.34%-1233.9pp | 964.84%-886.4pp | 578.55%-500.1pp |
| Employer contribution / active EE | $3,794 | $3,132+21.1% | $2,839+33.6% | $4,876-22.2% |
| Participant deferral / active EE | $2,711 | $3,972-31.8% | $3,609-24.9% | $5,439-50.2% |
| Admin fee / account holder | $61 | $5,710-98.9% | $4,906-98.7% | $10,885-99.4% |