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 7-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 | $2,994 | $88,751-96.6% | $81,812-96.3% | $145,922-97.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.18% | 1025.40%-1013.2pp | 773.79%-761.6pp | 561.29%-549.1pp |
| Employer contribution / active EE | $814 | $3,083-73.6% | $2,912-72.0% | $4,660-82.5% |
| Participant deferral / active EE | $1,262 | $4,643-72.8% | $4,319-70.8% | $6,688-81.1% |
| Admin fee / account holder | $108 | $8,415-98.7% | $7,386-98.5% | $13,397-99.2% |