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 4-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 | $6,471 | $96,635-93.3% | $86,612-92.5% | $139,434-95.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 419.65% | 106.41%+313.2pp | 591.07%-171.4pp | 372.94%+46.7pp |
| Employer contribution / active EE | $1,656 | $3,263-49.2% | $3,022-45.2% | $4,751-65.1% |
| Participant deferral / active EE | $2,301 | $4,836-52.4% | $4,438-48.1% | $6,710-65.7% |
| Admin fee / account holder | $22 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |