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 | $8,959 | $138,065-93.5% | $123,544-92.7% | $135,375-93.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 41.57% | 153.68%-112.1pp | 119.20%-77.6pp | 519.73%-478.2pp |
| Employer contribution / active EE | $2,162 | $5,151-58.0% | $4,628-53.3% | $4,779-54.8% |
| Participant deferral / active EE | $3,807 | $6,799-44.0% | $6,426-40.8% | $5,609-32.1% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |