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 | $8,495 | $100,852-91.6% | $90,404-90.6% | $158,922-94.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 29.28% | 1724.20%-1694.9pp | 1293.02%-1263.7pp | 302.83%-273.5pp |
| Employer contribution / active EE | $369 | $3,689-90.0% | $3,262-88.7% | $4,761-92.2% |
| Participant deferral / active EE | $3,071 | $4,348-29.4% | $3,963-22.5% | $5,982-48.7% |
| Admin fee / account holder | $230 | $6,501-96.5% | $5,611-95.9% | $11,246-98.0% |