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 | $2,794 | $110,809-97.5% | $86,874-96.8% | $167,490-98.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 70.36% | 116.98%-46.6pp | 63.52%+6.8pp | 478.56%-408.2pp |
| Employer contribution / active EE | $976 | $3,244-69.9% | $2,495-60.9% | $4,837-79.8% |
| Participant deferral / active EE | $1,464 | $4,546-67.8% | $3,699-60.4% | $6,341-76.9% |
| Admin fee / account holder | $9 | $8,415-99.9% | $5,828-99.9% | $12,309-99.9% |