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 7-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 | $2,022 | $105,931-98.1% | $81,930-97.5% | $158,922-98.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 117.91% | 38.17%+79.7pp | 29.49%+88.4pp | 302.83%-184.9pp |
| Employer contribution / active EE | $755 | $7,800-90.3% | $4,310-82.5% | $4,761-84.1% |
| Participant deferral / active EE | $1,427 | $13,003-89.0% | $7,107-79.9% | $5,982-76.1% |
| Admin fee / account holder | $5 | $8,489-99.9% | $5,158-99.9% | $11,246-100.0% |