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 | $7,972 | $104,907-92.4% | $84,611-90.6% | $152,861-94.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 72.61% | 373.79%-301.2pp | 258.74%-186.1pp | 345.32%-272.7pp |
| Employer contribution / active EE | $2,007 | $3,302-39.2% | $2,652-24.3% | $4,762-57.9% |
| Participant deferral / active EE | $5,377 | $4,688+14.7% | $3,899+37.9% | $5,850-8.1% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |