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 | $2,651 | $150,440-98.2% | $136,294-98.1% | $147,584-98.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 96.87% | 1049.08%-952.2pp | 5155.94%-5059.1pp | 578.55%-481.7pp |
| Employer contribution / active EE | $2,251 | $5,256-57.2% | $4,695-52.1% | $4,876-53.8% |
| Participant deferral / active EE | $4,194 | $6,630-36.7% | $6,247-32.9% | $5,439-22.9% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |