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 | $1,834 | $81,248-97.7% | $155,509-98.8% | $80,856-97.7% |
| Participation rate | 87.8% | 66.2%+21.6pp | 78.2%+9.6pp | 67.6%+20.2pp |
| Annual return | 90.47% | 33.31%+57.2pp | 64.67%+25.8pp | 35.59%+54.9pp |
| Employer contribution / active EE | $558 | $3,100-82.0% | $4,672-88.1% | $2,755-79.7% |
| Participant deferral / active EE | $1,266 | $3,452-63.3% | $5,626-77.5% | $4,296-70.5% |
| Admin fee / account holder | $21 | $7,997-99.7% | $15,912-99.9% | $6,918-99.7% |