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 | $5,125 | $158,398-96.8% | $126,539-96.0% | $142,382-96.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 25.59% | 593.76%-568.2pp | 425.95%-400.4pp | 217.08%-191.5pp |
| Employer contribution / active EE | $730 | $4,650-84.3% | $3,674-80.1% | $4,299-83.0% |
| Participant deferral / active EE | $1,280 | $4,767-73.1% | $4,083-68.6% | $6,507-80.3% |
| Admin fee / account holder | $12 | $6,918-99.8% | $6,065-99.8% | $12,624-99.9% |