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 | $3,486 | $150,440-97.7% | $136,294-97.4% | $147,584-97.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 265.63% | 1049.08%-783.5pp | 5155.94%-4890.3pp | 578.55%-312.9pp |
| Employer contribution / active EE | $1,430 | $5,256-72.8% | $4,695-69.6% | $4,876-70.7% |
| Participant deferral / active EE | $2,373 | $6,630-64.2% | $6,247-62.0% | $5,439-56.4% |
| Admin fee / account holder | $8 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |