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 | $3,335 | $88,751-96.2% | $81,812-95.9% | $145,922-97.7% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 35.36% | 1025.40%-990.0pp | 773.79%-738.4pp | 561.29%-525.9pp |
| Employer contribution / active EE | $673 | $3,083-78.2% | $2,912-76.9% | $4,660-85.6% |
| Participant deferral / active EE | $1,281 | $4,643-72.4% | $4,319-70.3% | $6,688-80.8% |
| Admin fee / account holder | $3 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |