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 | $18,648 | $99,985-81.3% | $146,665-87.3% | $85,850-78.3% |
| Participation rate | 97.8% | 73.1%+24.8pp | 80.1%+17.8pp | 69.3%+28.5pp |
| Annual return | 60.80% | 18.93%+41.9pp | 22.74%+38.1pp | 318.53%-257.7pp |
| Employer contribution / active EE | $9,732 | $2,559+280.4% | $4,136+135.3% | $2,565+279.4% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $7,702-100.0% | $10,280-100.0% | $6,260-100.0% |