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 | $21,102 | $100,041-78.9% | $149,718-85.9% | $70,131-69.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 98.39% | 27.43%+71.0pp | 1501.63%-1403.2pp | 73.14%+25.3pp |
| Employer contribution / active EE | $1,482 | $3,662-59.5% | $5,445-72.8% | $2,342-36.7% |
| Participant deferral / active EE | $2,404 | $4,983-51.8% | $6,569-63.4% | $3,332-27.8% |
| Admin fee / account holder | $0 | $8,286-100.0% | $11,283-100.0% | $4,645-100.0% |