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 | $4,870 | $169,032-97.1% | $129,207-96.2% | $145,922-96.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.77% | 14330.11%-14308.3pp | 9417.33%-9395.6pp | 561.29%-539.5pp |
| Employer contribution / active EE | $918 | $5,537-83.4% | $4,153-77.9% | $4,660-80.3% |
| Participant deferral / active EE | $2,288 | $4,987-54.1% | $4,168-45.1% | $6,688-65.8% |
| Admin fee / account holder | $16 | $9,954-99.8% | $7,715-99.8% | $13,397-99.9% |