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 | $3,528 | $105,998-96.7% | $92,233-96.2% | $147,584-97.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 27.65% | 50.05%-22.4pp | 176.28%-148.6pp | 578.55%-550.9pp |
| Employer contribution / active EE | $946 | $4,333-78.2% | $3,679-74.3% | $4,876-80.6% |
| Participant deferral / active EE | $1,336 | $4,478-70.2% | $3,897-65.7% | $5,439-75.4% |
| Admin fee / account holder | $18 | $6,332-99.7% | $5,194-99.7% | $10,885-99.8% |