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 4-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 | $3,047 | $169,032-98.2% | $129,207-97.6% | $145,922-97.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 43.61% | 14330.11%-14286.5pp | 9417.33%-9373.7pp | 561.29%-517.7pp |
| Employer contribution / active EE | $201 | $5,537-96.4% | $4,153-95.2% | $4,660-95.7% |
| Participant deferral / active EE | $1,924 | $4,987-61.4% | $4,168-53.8% | $6,688-71.2% |
| Admin fee / account holder | $33 | $9,954-99.7% | $7,715-99.6% | $13,397-99.8% |