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 3-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 | $2,161 | $88,751-97.6% | $81,812-97.4% | $145,922-98.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.73% | 1025.40%-1007.7pp | 773.79%-756.1pp | 561.29%-543.6pp |
| Employer contribution / active EE | $1,150 | $3,083-62.7% | $2,912-60.5% | $4,660-75.3% |
| Participant deferral / active EE | $1,438 | $4,643-69.0% | $4,319-66.7% | $6,688-78.5% |
| Admin fee / account holder | $10 | $8,415-99.9% | $7,386-99.9% | $13,397-99.9% |