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 | $9,508 | $105,998-91.0% | $92,233-89.7% | $147,584-93.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 29.60% | 50.05%-20.4pp | 176.28%-146.7pp | 578.55%-548.9pp |
| Employer contribution / active EE | $2,723 | $4,333-37.2% | $3,679-26.0% | $4,876-44.2% |
| Participant deferral / active EE | $2,667 | $4,478-40.4% | $3,897-31.6% | $5,439-51.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |