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 | $5,999 | $109,817-94.5% | $98,442-93.9% | $167,490-96.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 21.01% | 1956.69%-1935.7pp | 1492.73%-1471.7pp | 478.56%-457.5pp |
| Employer contribution / active EE | $579 | $3,224-82.0% | $2,960-80.4% | $4,837-88.0% |
| Participant deferral / active EE | $2,316 | $4,673-50.5% | $4,276-45.9% | $6,341-63.5% |
| Admin fee / account holder | $25 | $6,753-99.6% | $5,949-99.6% | $12,309-99.8% |