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 | $6,508 | $99,020-93.4% | $86,590-92.5% | $147,584-95.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 63.17% | 1312.34%-1249.2pp | 964.84%-901.7pp | 578.55%-515.4pp |
| Employer contribution / active EE | $1,098 | $3,132-64.9% | $2,839-61.3% | $4,876-77.5% |
| Participant deferral / active EE | $1,677 | $3,972-57.8% | $3,609-53.5% | $5,439-69.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |