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 | $8,539 | $100,852-91.5% | $90,404-90.6% | $158,922-94.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.49% | 1724.20%-1706.7pp | 1293.02%-1275.5pp | 302.83%-285.3pp |
| Employer contribution / active EE | $574 | $3,689-84.4% | $3,262-82.4% | $4,761-88.0% |
| Participant deferral / active EE | $785 | $4,348-81.9% | $3,963-80.2% | $5,982-86.9% |
| Admin fee / account holder | $1 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |