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 | $9,171 | $111,754-91.8% | $103,333-91.1% | $145,922-93.7% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 141.12% | 24.77%+116.4pp | 24.88%+116.2pp | 561.29%-420.2pp |
| Employer contribution / active EE | $1,352 | $4,212-67.9% | $3,868-65.1% | $4,660-71.0% |
| Participant deferral / active EE | $3,732 | $5,619-33.6% | $5,057-26.2% | $6,688-44.2% |
| Admin fee / account holder | $36 | $9,750-99.6% | $8,355-99.6% | $13,397-99.7% |