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 | $8,692 | $102,966-91.6% | $90,281-90.4% | $152,861-94.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 60.04% | 95.16%-35.1pp | 78.10%-18.1pp | 345.32%-285.3pp |
| Employer contribution / active EE | $2,592 | $3,139-17.4% | $2,854-9.2% | $4,762-45.6% |
| Participant deferral / active EE | $6,759 | $4,281+57.9% | $3,885+73.9% | $5,850+15.5% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |