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 | $9,976 | $58,927-83.1% | $76,817-87.0% | $72,985-86.3% |
| Participation rate | 97.0% | 67.3%+29.6pp | 72.1%+24.9pp | 69.5%+27.5pp |
| Annual return | 38.29% | 2305.64%-2267.4pp | 1166.11%-1127.8pp | 81.00%-42.7pp |
| Employer contribution / active EE | $455 | $1,787-74.5% | $2,302-80.2% | $2,440-81.3% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,607-100.0% |
| Admin fee / account holder | $152 | $4,013-96.2% | $6,420-97.6% | $5,124-97.0% |