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 | $17,665 | $99,652-82.3% | $78,778-77.6% | $147,584-88.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 148.30% | 47.28%+101.0pp | 35.62%+112.7pp | 578.55%-430.2pp |
| Employer contribution / active EE | $7,555 | $2,796+170.2% | $1,986+280.5% | $4,876+54.9% |
| Participant deferral / active EE | $2,661 | $3,664-27.4% | $2,958-10.0% | $5,439-51.1% |
| Admin fee / account holder | $230 | $7,155-96.8% | $5,134-95.5% | $10,885-97.9% |