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 | $3,721 | $102,547-96.4% | $78,210-95.2% | $147,584-97.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 635.88% | 51.08%+584.8pp | 40.90%+595.0pp | 578.55%+57.3pp |
| Employer contribution / active EE | $771 | $2,617-70.5% | $2,034-62.1% | $4,876-84.2% |
| Participant deferral / active EE | $1,271 | $3,481-63.5% | $2,823-55.0% | $5,439-76.6% |
| Admin fee / account holder | $71 | $5,059-98.6% | $3,758-98.1% | $10,885-99.3% |