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 | $10,780 | $71,809-85.0% | $61,048-82.3% | $152,861-92.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.4%+17.6pp |
| Annual return | 20.64% | 29.74%-9.1pp | 26.18%-5.5pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,756 | $4,545-61.4% | $3,716-52.8% | $4,762-63.1% |
| Participant deferral / active EE | $2,845 | $5,467-48.0% | $4,470-36.4% | $5,850-51.4% |
| Admin fee / account holder | $0 | $4,750-100.0% | $3,728-100.0% | $11,596-100.0% |