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 | $5,789 | $156,846-96.3% | $121,098-95.2% | $139,434-95.8% |
| Participation rate | 88.9% | 76.4%+12.5pp | 69.5%+19.4pp | 80.3%+8.6pp |
| Annual return | 23.71% | 1474.56%-1450.8pp | 985.75%-962.0pp | 372.94%-349.2pp |
| Employer contribution / active EE | $386 | $5,536-93.0% | $4,164-90.7% | $4,751-91.9% |
| Participant deferral / active EE | $890 | $4,844-81.6% | $4,080-78.2% | $6,710-86.7% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |