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 | $2,945 | $70,756-95.8% | $65,493-95.5% | $142,382-97.9% |
| Participation rate | 78.9% | 77.4%+1.6pp | 73.1%+5.9pp | 80.1%-1.2pp |
| Annual return | 41.34% | 1754.89%-1713.5pp | 982.45%-941.1pp | 217.08%-175.7pp |
| Employer contribution / active EE | $814 | $2,881-71.8% | $2,574-68.4% | $4,299-81.1% |
| Participant deferral / active EE | $934 | $4,637-79.8% | $3,961-76.4% | $6,507-85.6% |
| Admin fee / account holder | $11 | $6,559-99.8% | $5,028-99.8% | $12,624-99.9% |