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 | $7,233 | $97,757-92.6% | $83,848-91.4% | $135,375-94.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.51% | 1287.37%-1294.9pp | 850.88%-858.4pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,117 | $4,222-73.5% | $3,631-69.2% | $4,779-76.6% |
| Participant deferral / active EE | $4,614 | $4,682-1.5% | $4,082+13.0% | $5,609-17.7% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |