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 5-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 | $4,353 | $99,652-95.6% | $78,778-94.5% | $147,584-97.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 24.92% | 47.28%-22.4pp | 35.62%-10.7pp | 578.55%-553.6pp |
| Employer contribution / active EE | $603 | $2,796-78.4% | $1,986-69.6% | $4,876-87.6% |
| Participant deferral / active EE | $1,607 | $3,664-56.1% | $2,958-45.7% | $5,439-70.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |