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 | $16,201 | $144,119-88.8% | $117,854-86.3% | $147,584-89.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 25.76% | 531.15%-505.4pp | 335.08%-309.3pp | 578.55%-552.8pp |
| Employer contribution / active EE | $2,494 | $4,896-49.1% | $3,786-34.1% | $4,876-48.9% |
| Participant deferral / active EE | $6,801 | $5,316+27.9% | $4,482+51.7% | $5,439+25.0% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |