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 | $9,137 | $100,852-90.9% | $90,404-89.9% | $158,922-94.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.96% | 1724.20%-1708.2pp | 1293.02%-1277.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,291 | $3,689-65.0% | $3,262-60.4% | $4,761-72.9% |
| Participant deferral / active EE | $2,102 | $4,348-51.7% | $3,963-47.0% | $5,982-64.9% |
| Admin fee / account holder | $80 | $6,501-98.8% | $5,611-98.6% | $11,246-99.3% |