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 10-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 | $5,650 | $105,998-94.7% | $92,233-93.9% | $147,584-96.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 24.60% | 50.05%-25.5pp | 176.28%-151.7pp | 578.55%-554.0pp |
| Employer contribution / active EE | $1,069 | $4,333-75.3% | $3,679-70.9% | $4,876-78.1% |
| Participant deferral / active EE | $2,236 | $4,478-50.1% | $3,897-42.6% | $5,439-58.9% |
| Admin fee / account holder | $126 | $6,332-98.0% | $5,194-97.6% | $10,885-98.8% |