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 | $3,527 | $110,502-96.8% | $80,716-95.6% | $167,490-97.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 18.43% | 120.54%-102.1pp | 87.28%-68.8pp | 478.56%-460.1pp |
| Employer contribution / active EE | $881 | $1,543-42.9% | $1,160-24.1% | $4,837-81.8% |
| Participant deferral / active EE | $1,287 | $2,871-55.2% | $2,146-40.0% | $6,341-79.7% |
| Admin fee / account holder | $34 | $4,545-99.3% | $3,380-99.0% | $12,309-99.7% |