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 6-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 | $4,555 | $114,047-96.0% | $96,139-95.3% | $167,490-97.3% |
| Participation rate | 85.7% | 75.1%+10.7pp | 68.4%+17.3pp | 82.1%+3.6pp |
| Annual return | 62.09% | 189.88%-127.8pp | 191.94%-129.8pp | 478.56%-416.5pp |
| Employer contribution / active EE | $764 | $3,427-77.7% | $2,797-72.7% | $4,837-84.2% |
| Participant deferral / active EE | $3,141 | $5,194-39.5% | $4,349-27.8% | $6,341-50.5% |
| Admin fee / account holder | $6 | $6,897-99.9% | $5,537-99.9% | $12,309-99.9% |