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 8-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 | $4,073 | $169,032-97.6% | $129,207-96.8% | $145,922-97.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.19% | 14330.11%-14315.9pp | 9417.33%-9403.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,209 | $5,537-78.2% | $4,153-70.9% | $4,660-74.1% |
| Participant deferral / active EE | $1,960 | $4,987-60.7% | $4,168-53.0% | $6,688-70.7% |
| Admin fee / account holder | $36 | $9,954-99.6% | $7,715-99.5% | $13,397-99.7% |