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 6-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 | $2,157 | $100,852-97.9% | $90,404-97.6% | $158,922-98.6% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 41.15% | 1724.20%-1683.1pp | 1293.02%-1251.9pp | 302.83%-261.7pp |
| Employer contribution / active EE | $805 | $3,689-78.2% | $3,262-75.3% | $4,761-83.1% |
| Participant deferral / active EE | $1,478 | $4,348-66.0% | $3,963-62.7% | $5,982-75.3% |
| Admin fee / account holder | $12 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |