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 9-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 | $9,906 | $97,757-89.9% | $83,848-88.2% | $135,375-92.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.49% | 1287.37%-1290.9pp | 850.88%-854.4pp | 519.73%-523.2pp |
| Employer contribution / active EE | $2,941 | $4,222-30.3% | $3,631-19.0% | $4,779-38.5% |
| Participant deferral / active EE | $4,213 | $4,682-10.0% | $4,082+3.2% | $5,609-24.9% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |