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 10-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 | $6,216 | $105,998-94.1% | $92,233-93.3% | $147,584-95.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 28.59% | 50.05%-21.5pp | 176.28%-147.7pp | 578.55%-550.0pp |
| Employer contribution / active EE | $1,312 | $4,333-69.7% | $3,679-64.4% | $4,876-73.1% |
| Participant deferral / active EE | $2,192 | $4,478-51.0% | $3,897-43.7% | $5,439-59.7% |
| Admin fee / account holder | $41 | $6,332-99.4% | $5,194-99.2% | $10,885-99.6% |