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 | $5,241 | $99,020-94.7% | $86,590-93.9% | $147,584-96.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.35% | 1312.34%-1300.0pp | 964.84%-952.5pp | 578.55%-566.2pp |
| Employer contribution / active EE | $259 | $3,132-91.7% | $2,839-90.9% | $4,876-94.7% |
| Participant deferral / active EE | $1,769 | $3,972-55.5% | $3,609-51.0% | $5,439-67.5% |
| Admin fee / account holder | $132 | $5,710-97.7% | $4,906-97.3% | $10,885-98.8% |