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 | $12,205 | $97,757-87.5% | $83,848-85.4% | $135,375-91.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.69% | 1287.37%-1295.1pp | 850.88%-858.6pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,302 | $4,222-45.5% | $3,631-36.6% | $4,779-51.8% |
| Participant deferral / active EE | $2,496 | $4,682-46.7% | $4,082-38.9% | $5,609-55.5% |
| Admin fee / account holder | $30 | $6,674-99.5% | $5,478-99.4% | $10,827-99.7% |