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 | $2,839 | $156,846-98.2% | $121,098-97.7% | $139,434-98.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 319.11% | 1474.56%-1155.4pp | 985.75%-666.6pp | 372.94%-53.8pp |
| Employer contribution / active EE | $1,200 | $5,536-78.3% | $4,164-71.2% | $4,751-74.7% |
| Participant deferral / active EE | $1,310 | $4,844-73.0% | $4,080-67.9% | $6,710-80.5% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |