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 | $10,137 | $99,652-89.8% | $78,778-87.1% | $147,584-93.1% |
| Participation rate | 93.8% | 76.2%+17.5pp | 69.2%+24.6pp | 82.8%+10.9pp |
| Annual return | 195.92% | 47.28%+148.6pp | 35.62%+160.3pp | 578.55%-382.6pp |
| Employer contribution / active EE | $1,387 | $2,796-50.4% | $1,986-30.1% | $4,876-71.6% |
| Participant deferral / active EE | $2,909 | $3,664-20.6% | $2,958-1.7% | $5,439-46.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |