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 | $5,016 | $102,966-95.1% | $90,281-94.4% | $152,861-96.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 49.97% | 95.16%-45.2pp | 78.10%-28.1pp | 345.32%-295.3pp |
| Employer contribution / active EE | $969 | $3,139-69.1% | $2,854-66.0% | $4,762-79.6% |
| Participant deferral / active EE | $2,476 | $4,281-42.2% | $3,885-36.3% | $5,850-57.7% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |