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 | $4,600 | $100,852-95.4% | $90,404-94.9% | $158,922-97.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 45.29% | 1724.20%-1678.9pp | 1293.02%-1247.7pp | 302.83%-257.5pp |
| Employer contribution / active EE | $797 | $3,689-78.4% | $3,262-75.6% | $4,761-83.3% |
| Participant deferral / active EE | $2,015 | $4,348-53.7% | $3,963-49.2% | $5,982-66.3% |
| Admin fee / account holder | $15 | $6,501-99.8% | $5,611-99.7% | $11,246-99.9% |