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 3-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 | $1,911 | $88,751-97.8% | $81,812-97.7% | $145,922-98.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 29.56% | 1025.40%-995.8pp | 773.79%-744.2pp | 561.29%-531.7pp |
| Employer contribution / active EE | $610 | $3,083-80.2% | $2,912-79.1% | $4,660-86.9% |
| Participant deferral / active EE | $1,300 | $4,643-72.0% | $4,319-69.9% | $6,688-80.6% |
| Admin fee / account holder | $5 | $8,415-99.9% | $7,386-99.9% | $13,397-100.0% |