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 8-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 | $2,954 | $104,486-97.2% | $76,817-96.2% | $152,861-98.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 107.33% | 1013.37%-906.0pp | 1166.11%-1058.8pp | 345.32%-238.0pp |
| Employer contribution / active EE | $1,212 | $3,116-61.1% | $2,302-47.4% | $4,762-74.6% |
| Participant deferral / active EE | $1,882 | $4,236-55.6% | $3,336-43.6% | $5,850-67.8% |
| Admin fee / account holder | $9 | $12,275-99.9% | $6,420-99.9% | $11,596-99.9% |