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 | $7,190 | $99,020-92.7% | $86,590-91.7% | $147,584-95.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 36.20% | 1312.34%-1276.1pp | 964.84%-928.6pp | 578.55%-542.3pp |
| Employer contribution / active EE | $1,037 | $3,132-66.9% | $2,839-63.5% | $4,876-78.7% |
| Participant deferral / active EE | $2,531 | $3,972-36.3% | $3,609-29.9% | $5,439-53.5% |
| Admin fee / account holder | $22 | $5,710-99.6% | $4,906-99.5% | $10,885-99.8% |