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 6-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 | $7,277 | $115,770-93.7% | $101,248-92.8% | $158,922-95.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 455.22% | 56.14%+399.1pp | 46.47%+408.7pp | 302.83%+152.4pp |
| Employer contribution / active EE | $3,000 | $4,175-28.1% | $3,660-18.0% | $4,761-37.0% |
| Participant deferral / active EE | $3,000 | $4,957-39.5% | $4,370-31.4% | $5,982-49.9% |
| Admin fee / account holder | $33 | $7,245-99.5% | $5,945-99.4% | $11,246-99.7% |