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 | $7,097 | $111,724-93.6% | $93,606-92.4% | $145,922-95.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.80% | 202.98%-187.2pp | 133.20%-117.4pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,088 | $3,090-64.8% | $2,420-55.1% | $4,660-76.7% |
| Participant deferral / active EE | $1,336 | $4,912-72.8% | $4,411-69.7% | $6,688-80.0% |
| Admin fee / account holder | $9 | $10,250-99.9% | $8,285-99.9% | $13,397-99.9% |