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 9-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 | $3,319 | $108,642-96.9% | $74,701-95.6% | $152,861-97.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 31.92% | 114.06%-82.1pp | 752.92%-721.0pp | 345.32%-313.4pp |
| Employer contribution / active EE | $1,006 | $1,503-33.1% | $1,084-7.2% | $4,762-78.9% |
| Participant deferral / active EE | $1,354 | $2,712-50.1% | $1,964-31.0% | $5,850-76.9% |
| Admin fee / account holder | $25 | $4,902-99.5% | $3,333-99.2% | $11,596-99.8% |