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 | $3,506 | $210,648-98.3% | $177,989-98.0% | $145,922-97.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.19% | 385.86%-368.7pp | 294.48%-277.3pp | 561.29%-544.1pp |
| Employer contribution / active EE | $667 | $4,565-85.4% | $3,949-83.1% | $4,660-85.7% |
| Participant deferral / active EE | $1,319 | $6,958-81.0% | $6,276-79.0% | $6,688-80.3% |
| Admin fee / account holder | $1 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |