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 | $8,760 | $101,069-91.3% | $81,478-89.2% | $147,584-94.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 3389.71% | 32.40%+3357.3pp | 38.78%+3350.9pp | 578.55%+2811.2pp |
| Employer contribution / active EE | $1,404 | $3,205-56.2% | $2,568-45.3% | $4,876-71.2% |
| Participant deferral / active EE | $6,763 | $4,242+59.4% | $3,537+91.2% | $5,439+24.3% |
| Admin fee / account holder | $19 | $5,812-99.7% | $4,561-99.6% | $10,885-99.8% |