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 | $5,495 | $156,846-96.5% | $121,098-95.5% | $139,434-96.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 34.64% | 1474.56%-1439.9pp | 985.75%-951.1pp | 372.94%-338.3pp |
| Employer contribution / active EE | $1,060 | $5,536-80.9% | $4,164-74.5% | $4,751-77.7% |
| Participant deferral / active EE | $1,815 | $4,844-62.5% | $4,080-55.5% | $6,710-73.0% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |