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 | $791 | $102,547-99.2% | $78,210-99.0% | $147,584-99.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 28.85% | 51.08%-22.2pp | 40.90%-12.0pp | 578.55%-549.7pp |
| Employer contribution / active EE | $345 | $2,617-86.8% | $2,034-83.0% | $4,876-92.9% |
| Participant deferral / active EE | $518 | $3,481-85.1% | $2,823-81.6% | $5,439-90.5% |
| Admin fee / account holder | $0 | $5,059-100.0% | $3,758-100.0% | $10,885-100.0% |