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 | $10,594 | $93,346-88.7% | $71,796-85.2% | $273,961-96.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 37.53% | 130.39%-92.9pp | 78.04%-40.5pp | 41.45%-3.9pp |
| Employer contribution / active EE | $1,571 | $2,733-42.5% | $1,924-18.4% | $4,869-67.7% |
| Participant deferral / active EE | $7,719 | $3,475+122.1% | $2,794+176.2% | $5,287+46.0% |
| Admin fee / account holder | $1 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |