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 7-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 | $3,829 | $100,852-96.2% | $90,404-95.8% | $158,922-97.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 36.18% | 1724.20%-1688.0pp | 1293.02%-1256.8pp | 302.83%-266.6pp |
| Employer contribution / active EE | $1,480 | $3,689-59.9% | $3,262-54.6% | $4,761-68.9% |
| Participant deferral / active EE | $1,706 | $4,348-60.8% | $3,963-57.0% | $5,982-71.5% |
| Admin fee / account holder | $134 | $6,501-97.9% | $5,611-97.6% | $11,246-98.8% |