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 6-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 | $4,891 | $96,635-94.9% | $86,612-94.4% | $139,434-96.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.41% | 106.41%-87.0pp | 591.07%-571.7pp | 372.94%-353.5pp |
| Employer contribution / active EE | $384 | $3,263-88.2% | $3,022-87.3% | $4,751-91.9% |
| Participant deferral / active EE | $947 | $4,836-80.4% | $4,438-78.7% | $6,710-85.9% |
| Admin fee / account holder | $43 | $6,408-99.3% | $5,614-99.2% | $11,403-99.6% |