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 | $1,775 | $156,846-98.9% | $121,098-98.5% | $139,434-98.7% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 121.76% | 1474.56%-1352.8pp | 985.75%-864.0pp | 372.94%-251.2pp |
| Employer contribution / active EE | $1,086 | $5,536-80.4% | $4,164-73.9% | $4,751-77.1% |
| Participant deferral / active EE | $1,696 | $4,844-65.0% | $4,080-58.4% | $6,710-74.7% |
| Admin fee / account holder | $31 | $6,946-99.5% | $5,644-99.4% | $11,403-99.7% |