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 | $3,603 | $114,047-96.8% | $96,139-96.3% | $167,490-97.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 69.96% | 189.88%-119.9pp | 191.94%-122.0pp | 478.56%-408.6pp |
| Employer contribution / active EE | $310 | $3,427-91.0% | $2,797-88.9% | $4,837-93.6% |
| Participant deferral / active EE | $2,839 | $5,194-45.3% | $4,349-34.7% | $6,341-55.2% |
| Admin fee / account holder | $15 | $6,897-99.8% | $5,537-99.7% | $12,309-99.9% |