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 | $18,310 | $99,652-81.6% | $78,778-76.8% | $147,584-87.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 8.06% | 47.28%-39.2pp | 35.62%-27.6pp | 578.55%-570.5pp |
| Employer contribution / active EE | $6,441 | $2,796+130.4% | $1,986+224.4% | $4,876+32.1% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $289 | $7,155-96.0% | $5,134-94.4% | $10,885-97.3% |