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 | $2,418 | $95,971-97.5% | $74,550-96.8% | $135,375-98.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 163.65% | 56.96%+106.7pp | 32.53%+131.1pp | 519.73%-356.1pp |
| Employer contribution / active EE | $938 | $2,716-65.5% | $1,961-52.2% | $4,779-80.4% |
| Participant deferral / active EE | $1,401 | $3,843-63.6% | $3,108-54.9% | $5,609-75.0% |
| Admin fee / account holder | $41 | $6,522-99.4% | $5,060-99.2% | $10,827-99.6% |