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 | $5,424 | $104,907-94.8% | $84,611-93.6% | $152,861-96.5% |
| Participation rate | 84.6% | 74.8%+9.8pp | 68.2%+16.4pp | 82.4%+2.2pp |
| Annual return | 4580.71% | 373.79%+4206.9pp | 258.74%+4322.0pp | 345.32%+4235.4pp |
| Employer contribution / active EE | $970 | $3,302-70.6% | $2,652-63.4% | $4,762-79.6% |
| Participant deferral / active EE | $2,618 | $4,688-44.1% | $3,899-32.8% | $5,850-55.2% |
| Admin fee / account holder | $25 | $6,241-99.6% | $4,912-99.5% | $11,596-99.8% |