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 | $6,381 | $110,809-94.2% | $86,874-92.7% | $167,490-96.2% |
| Participation rate | 91.7% | 75.8%+15.9pp | 71.6%+20.0pp | 82.1%+9.6pp |
| Annual return | 25.85% | 116.98%-91.1pp | 63.52%-37.7pp | 478.56%-452.7pp |
| Employer contribution / active EE | $1,464 | $3,244-54.9% | $2,495-41.3% | $4,837-69.7% |
| Participant deferral / active EE | $2,530 | $4,546-44.3% | $3,699-31.6% | $6,341-60.1% |
| Admin fee / account holder | $5 | $8,415-99.9% | $5,828-99.9% | $12,309-100.0% |