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 4-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 | $1,911 | $152,509-98.7% | $117,472-98.4% | $134,475-98.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 1.72% | 52.99%-51.3pp | 29.74%-28.0pp | 417.96%-416.2pp |
| Employer contribution / active EE | $380 | $5,571-93.2% | $4,176-90.9% | $4,740-92.0% |
| Participant deferral / active EE | $543 | $4,818-88.7% | $4,070-86.7% | $6,400-91.5% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |