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 9-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 | $614 | $108,642-99.4% | $74,701-99.2% | $152,861-99.6% |
| Participation rate | 92.3% | 65.3%+27.0pp | 54.5%+37.8pp | 82.4%+9.9pp |
| Annual return | 29.58% | 114.06%-84.5pp | 752.92%-723.3pp | 345.32%-315.7pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $1,084-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $213 | $2,712-92.2% | $1,964-89.2% | $5,850-96.4% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |