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 | $12,810 | $101,069-87.3% | $81,478-84.3% | $147,584-91.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 23.69% | 32.40%-8.7pp | 38.78%-15.1pp | 578.55%-554.9pp |
| Employer contribution / active EE | $2,084 | $3,205-35.0% | $2,568-18.9% | $4,876-57.3% |
| Participant deferral / active EE | $3,802 | $4,242-10.4% | $3,537+7.5% | $5,439-30.1% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |