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 3-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 | $2,219 | $169,032-98.7% | $129,207-98.3% | $145,922-98.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 22.28% | 14330.11%-14307.8pp | 9417.33%-9395.0pp | 561.29%-539.0pp |
| Employer contribution / active EE | $909 | $5,537-83.6% | $4,153-78.1% | $4,660-80.5% |
| Participant deferral / active EE | $1,157 | $4,987-76.8% | $4,168-72.2% | $6,688-82.7% |
| Admin fee / account holder | $48 | $9,954-99.5% | $7,715-99.4% | $13,397-99.6% |