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 5-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 | $4,120 | $96,305-95.7% | $80,569-94.9% | $139,434-97.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 35.98% | 1350.08%-1314.1pp | 935.43%-899.5pp | 372.94%-337.0pp |
| Employer contribution / active EE | $1,471 | $3,262-54.9% | $2,723-46.0% | $4,751-69.0% |
| Participant deferral / active EE | $2,996 | $5,232-42.7% | $4,447-32.6% | $6,710-55.4% |
| Admin fee / account holder | $16 | $6,599-99.8% | $5,377-99.7% | $11,403-99.9% |