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 | $17,213 | $103,376-83.3% | $87,100-80.2% | $152,861-88.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 2471.68% | 28.10%+2443.6pp | 28.19%+2443.5pp | 345.32%+2126.4pp |
| Employer contribution / active EE | $975 | $3,220-69.7% | $2,521-61.3% | $4,762-79.5% |
| Participant deferral / active EE | $2,498 | $4,778-47.7% | $4,049-38.3% | $5,850-57.3% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |