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 3-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 | $1,088 | $158,398-99.3% | $126,539-99.1% | $142,382-99.2% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 29.31% | 593.76%-564.4pp | 425.95%-396.6pp | 217.08%-187.8pp |
| Employer contribution / active EE | $350 | $4,650-92.5% | $3,674-90.5% | $4,299-91.9% |
| Participant deferral / active EE | $525 | $4,767-89.0% | $4,083-87.1% | $6,507-91.9% |
| Admin fee / account holder | $20 | $6,918-99.7% | $6,065-99.7% | $12,624-99.8% |