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 | $14,731 | $144,119-89.8% | $117,854-87.5% | $147,584-90.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 64.78% | 531.15%-466.4pp | 335.08%-270.3pp | 578.55%-513.8pp |
| Employer contribution / active EE | $6,540 | $4,896+33.6% | $3,786+72.7% | $4,876+34.1% |
| Participant deferral / active EE | $2,567 | $5,316-51.7% | $4,482-42.7% | $5,439-52.8% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |