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 | $3,432 | $156,846-97.8% | $121,098-97.2% | $139,434-97.5% |
| Participation rate | 81.8% | 76.4%+5.4pp | 69.5%+12.3pp | 80.3%+1.5pp |
| Annual return | 31.12% | 1474.56%-1443.4pp | 985.75%-954.6pp | 372.94%-341.8pp |
| Employer contribution / active EE | $859 | $5,536-84.5% | $4,164-79.4% | $4,751-81.9% |
| Participant deferral / active EE | $1,074 | $4,844-77.8% | $4,080-73.7% | $6,710-84.0% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |