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 | $7,333 | $98,750-92.6% | $149,696-95.1% | $79,858-90.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 116.57% | 27.43%+89.1pp | 276.60%-160.0pp | 31.71%+84.9pp |
| Employer contribution / active EE | $645 | $3,216-79.9% | $4,644-86.1% | $2,471-73.9% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4 | $6,053-99.9% | $9,309-100.0% | $5,306-99.9% |