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 | $4,310 | $104,907-95.9% | $84,611-94.9% | $152,861-97.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 28.30% | 373.79%-345.5pp | 258.74%-230.4pp | 345.32%-317.0pp |
| Employer contribution / active EE | $1,884 | $3,302-43.0% | $2,652-29.0% | $4,762-60.4% |
| Participant deferral / active EE | $1,884 | $4,688-59.8% | $3,899-51.7% | $5,850-67.8% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |