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 | $9,252 | $90,600-89.8% | $79,464-88.4% | $135,375-93.2% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -9.14% | 977.43%-986.6pp | 718.14%-727.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,253 | $3,068-59.2% | $2,800-55.3% | $4,779-73.8% |
| Participant deferral / active EE | $2,491 | $4,050-38.5% | $3,704-32.8% | $5,609-55.6% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |