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 | $1,162 | $110,502-98.9% | $80,716-98.6% | $167,490-99.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 19.53% | 120.54%-101.0pp | 87.28%-67.7pp | 478.56%-459.0pp |
| Employer contribution / active EE | $64 | $1,543-95.9% | $1,160-94.5% | $4,837-98.7% |
| Participant deferral / active EE | $612 | $2,871-78.7% | $2,146-71.5% | $6,341-90.4% |
| Admin fee / account holder | $8 | $4,545-99.8% | $3,380-99.8% | $12,309-99.9% |