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 8-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 | $3,737 | $77,419-95.2% | $69,455-94.6% | $152,861-97.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 16.07% | 39.06%-23.0pp | 28.97%-12.9pp | 345.32%-329.2pp |
| Employer contribution / active EE | $625 | $3,315-81.1% | $2,779-77.5% | $4,762-86.9% |
| Participant deferral / active EE | $2,943 | $4,414-33.3% | $3,535-16.8% | $5,850-49.7% |
| Admin fee / account holder | $26 | $6,207-99.6% | $3,839-99.3% | $11,596-99.8% |