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 | $19,410 | $96,965-80.0% | $97,995-80.2% | $147,584-86.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 44.84% | 24.11%+20.7pp | 23.94%+20.9pp | 578.55%-533.7pp |
| Employer contribution / active EE | $3,348 | $4,536-26.2% | $4,158-19.5% | $4,876-31.4% |
| Participant deferral / active EE | $11,999 | $5,081+136.2% | $5,097+135.4% | $5,439+120.6% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,885-100.0% |