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 | $1,262 | $176,662-99.3% | $130,648-99.0% | $152,861-99.2% |
| Participation rate | 90.9% | 79.0%+11.9pp | 71.7%+19.2pp | 82.4%+8.5pp |
| Annual return | 55.82% | 2692.24%-2636.4pp | 1708.96%-1653.1pp | 345.32%-289.5pp |
| Employer contribution / active EE | $261 | $5,742-95.5% | $4,092-93.6% | $4,762-94.5% |
| Participant deferral / active EE | $726 | $4,361-83.4% | $3,603-79.9% | $5,850-87.6% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |