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 | $14,352 | $105,998-86.5% | $92,233-84.4% | $147,584-90.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 36.81% | 50.05%-13.2pp | 176.28%-139.5pp | 578.55%-541.7pp |
| Employer contribution / active EE | $9,408 | $4,333+117.1% | $3,679+155.7% | $4,876+92.9% |
| Participant deferral / active EE | $1,408 | $4,478-68.6% | $3,897-63.9% | $5,439-74.1% |
| Admin fee / account holder | $9 | $6,332-99.9% | $5,194-99.8% | $10,885-99.9% |