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 8-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 | $3,077 | $176,662-98.3% | $130,648-97.6% | $152,861-98.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 36.11% | 2692.24%-2656.1pp | 1708.96%-1672.8pp | 345.32%-309.2pp |
| Employer contribution / active EE | $375 | $5,742-93.5% | $4,092-90.8% | $4,762-92.1% |
| Participant deferral / active EE | $1,014 | $4,361-76.8% | $3,603-71.9% | $5,850-82.7% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |