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 | $3,882 | $104,251-96.3% | $91,001-95.7% | $147,584-97.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 200.33% | 27.06%+173.3pp | 4.60%+195.7pp | 578.55%-378.2pp |
| Employer contribution / active EE | $1,362 | $3,116-56.3% | $2,456-44.5% | $4,876-72.1% |
| Participant deferral / active EE | $2,557 | $4,195-39.1% | $3,547-27.9% | $5,439-53.0% |
| Admin fee / account holder | $9 | $8,948-99.9% | $5,417-99.8% | $10,885-99.9% |