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 | $6,854 | $100,852-93.2% | $90,404-92.4% | $158,922-95.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 23.50% | 1724.20%-1700.7pp | 1293.02%-1269.5pp | 302.83%-279.3pp |
| Employer contribution / active EE | $440 | $3,689-88.1% | $3,262-86.5% | $4,761-90.8% |
| Participant deferral / active EE | $754 | $4,348-82.7% | $3,963-81.0% | $5,982-87.4% |
| Admin fee / account holder | $18 | $6,501-99.7% | $5,611-99.7% | $11,246-99.8% |