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 8-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 | $15,761 | $105,998-85.1% | $92,233-82.9% | $147,584-89.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 36.49% | 50.05%-13.6pp | 176.28%-139.8pp | 578.55%-542.1pp |
| Employer contribution / active EE | $1,799 | $4,333-58.5% | $3,679-51.1% | $4,876-63.1% |
| Participant deferral / active EE | $10,108 | $4,478+125.7% | $3,897+159.4% | $5,439+85.9% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |