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 4-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 | $3,509 | $106,515-96.7% | $96,683-96.4% | $139,434-97.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 45.23% | 38.43%+6.8pp | 35.69%+9.5pp | 372.94%-327.7pp |
| Employer contribution / active EE | $1,248 | $4,103-69.6% | $3,737-66.6% | $4,751-73.7% |
| Participant deferral / active EE | $1,664 | $5,454-69.5% | $4,878-65.9% | $6,710-75.2% |
| Admin fee / account holder | $266 | $7,877-96.6% | $6,730-96.1% | $11,403-97.7% |