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 10-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 | $11,686 | $112,096-89.6% | $95,952-87.8% | $158,922-92.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 2262.98% | 171.09%+2091.9pp | 91.61%+2171.4pp | 302.83%+1960.2pp |
| Employer contribution / active EE | $1,122 | $3,198-64.9% | $2,541-55.8% | $4,761-76.4% |
| Participant deferral / active EE | $1,883 | $4,784-60.6% | $4,167-54.8% | $5,982-68.5% |
| Admin fee / account holder | $49 | $10,130-99.5% | $6,795-99.3% | $11,246-99.6% |