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 | $4,121 | $73,515-94.4% | $62,995-93.5% | $147,584-97.2% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.8%+12.7pp | 82.8%+4.7pp |
| Annual return | 34.03% | 175.43%-141.4pp | 87.57%-53.5pp | 578.55%-544.5pp |
| Employer contribution / active EE | $5,552 | $3,320+67.2% | $2,759+101.2% | $4,876+13.9% |
| Participant deferral / active EE | $1,879 | $4,185-55.1% | $3,329-43.6% | $5,439-65.5% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |