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 | $4,025 | $99,921-96.0% | $85,009-95.3% | $145,959-97.2% |
| Participation rate | 95.8% | 74.1%+21.7pp | 67.5%+28.3pp | 80.3%+15.5pp |
| Annual return | 13.93% | 83.89%-70.0pp | 66.47%-52.5pp | 561.95%-548.0pp |
| Employer contribution / active EE | $2,041 | $3,233-36.9% | $2,728-25.2% | $4,661-56.2% |
| Participant deferral / active EE | $1,283 | $5,293-75.8% | $4,522-71.6% | $6,689-80.8% |
| Admin fee / account holder | $38 | $7,252-99.5% | $6,153-99.4% | $13,398-99.7% |