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 | $4,079 | $111,754-96.4% | $103,333-96.1% | $145,922-97.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 23.46% | 24.77%-1.3pp | 24.88%-1.4pp | 561.29%-537.8pp |
| Employer contribution / active EE | $1,179 | $4,212-72.0% | $3,868-69.5% | $4,660-74.7% |
| Participant deferral / active EE | $2,132 | $5,619-62.1% | $5,057-57.8% | $6,688-68.1% |
| Admin fee / account holder | $13 | $9,750-99.9% | $8,355-99.8% | $13,397-99.9% |