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 | $2,186 | $176,662-98.8% | $130,648-98.3% | $152,861-98.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 22.28% | 2692.24%-2670.0pp | 1708.96%-1686.7pp | 345.32%-323.0pp |
| Employer contribution / active EE | $647 | $5,742-88.7% | $4,092-84.2% | $4,762-86.4% |
| Participant deferral / active EE | $360 | $4,361-91.7% | $3,603-90.0% | $5,850-93.8% |
| Admin fee / account holder | $30 | $7,133-99.6% | $5,464-99.5% | $11,596-99.7% |