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 8-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 | $11,567 | $190,805-93.9% | $159,960-92.8% | $134,475-91.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.17% | 552.23%-570.4pp | 408.60%-426.8pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,851 | $4,995-42.9% | $4,226-32.5% | $4,740-39.9% |
| Participant deferral / active EE | $2,851 | $6,923-58.8% | $6,182-53.9% | $6,400-55.5% |
| Admin fee / account holder | $41 | $10,471-99.6% | $8,698-99.5% | $11,426-99.6% |