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 | $5,841 | $159,602-96.3% | $150,045-96.1% | $142,382-95.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 131.13% | 70.24%+60.9pp | 62.55%+68.6pp | 217.08%-85.9pp |
| Employer contribution / active EE | $2,900 | $4,961-41.5% | $4,693-38.2% | $4,299-32.6% |
| Participant deferral / active EE | $3,345 | $8,310-59.8% | $7,997-58.2% | $6,507-48.6% |
| Admin fee / account holder | $20 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |