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 | $3,865 | $158,398-97.6% | $126,539-96.9% | $142,382-97.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 27.79% | 593.76%-566.0pp | 425.95%-398.2pp | 217.08%-189.3pp |
| Employer contribution / active EE | $607 | $4,650-87.0% | $3,674-83.5% | $4,299-85.9% |
| Participant deferral / active EE | $1,729 | $4,767-63.7% | $4,083-57.6% | $6,507-73.4% |
| Admin fee / account holder | $19 | $6,918-99.7% | $6,065-99.7% | $12,624-99.9% |