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 | $11,258 | $84,695-86.7% | $73,843-84.8% | $125,391-91.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.48% | 3123.53%-3124.0pp | 2267.84%-2268.3pp | 282.22%-282.7pp |
| Employer contribution / active EE | $1,010 | $3,123-67.7% | $2,787-63.8% | $4,866-79.2% |
| Participant deferral / active EE | $1,664 | $3,992-58.3% | $3,583-53.5% | $5,352-68.9% |
| Admin fee / account holder | $19 | $5,691-99.7% | $4,880-99.6% | $9,540-99.8% |