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 4-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 | $7,074 | $102,604-93.1% | $86,188-91.8% | $139,434-94.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 85.44% | 1922.51%-1837.1pp | 1168.45%-1083.0pp | 372.94%-287.5pp |
| Employer contribution / active EE | $2,208 | $3,032-27.2% | $2,380-7.2% | $4,751-53.5% |
| Participant deferral / active EE | $3,312 | $4,676-29.2% | $3,985-16.9% | $6,710-50.6% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |