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 6-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 | $4,428 | $72,396-93.9% | $67,511-93.4% | $145,959-97.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.72% | 7194.07%-7179.4pp | 3517.41%-3502.7pp | 561.95%-547.2pp |
| Employer contribution / active EE | $1,072 | $3,071-65.1% | $2,733-60.8% | $4,661-77.0% |
| Participant deferral / active EE | $1,987 | $4,781-58.5% | $4,000-50.3% | $6,689-70.3% |
| Admin fee / account holder | $20 | $5,538-99.6% | $3,999-99.5% | $13,398-99.9% |