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 | $899 | $109,817-99.2% | $98,442-99.1% | $167,490-99.5% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 168.18% | 1956.69%-1788.5pp | 1492.73%-1324.5pp | 478.56%-310.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $960 | $4,673-79.5% | $4,276-77.6% | $6,341-84.9% |
| Admin fee / account holder | $2 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |