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 | $8,602 | $90,503-90.5% | $78,689-89.1% | $273,961-96.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 20.16% | 75.60%-55.4pp | 62.18%-42.0pp | 41.45%-21.3pp |
| Employer contribution / active EE | $4,144 | $3,176+30.5% | $2,851+45.4% | $4,869-14.9% |
| Participant deferral / active EE | $2,062 | $3,901-47.1% | $3,517-41.4% | $5,287-61.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |