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 | $4,317 | $180,749-97.6% | $160,784-97.3% | $137,256-96.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 26.80% | 2234.46%-2207.7pp | 1803.92%-1777.1pp | 220.34%-193.5pp |
| Employer contribution / active EE | $2,355 | $4,155-43.3% | $3,733-36.9% | $4,156-43.3% |
| Participant deferral / active EE | $1,413 | $6,844-79.3% | $6,293-77.5% | $6,407-77.9% |
| Admin fee / account holder | $64 | $10,397-99.4% | $9,717-99.3% | $12,270-99.5% |