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 6-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 | $5,084 | $114,047-95.5% | $96,139-94.7% | $167,490-97.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 39.46% | 189.88%-150.4pp | 191.94%-152.5pp | 478.56%-439.1pp |
| Employer contribution / active EE | $1,669 | $3,427-51.3% | $2,797-40.3% | $4,837-65.5% |
| Participant deferral / active EE | $2,637 | $5,194-49.2% | $4,349-39.4% | $6,341-58.4% |
| Admin fee / account holder | $7 | $6,897-99.9% | $5,537-99.9% | $12,309-99.9% |