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 | $5,506 | $210,648-97.4% | $177,989-96.9% | $145,922-96.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.17% | 385.86%-368.7pp | 294.48%-277.3pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,315 | $4,565-71.2% | $3,949-66.7% | $4,660-71.8% |
| Participant deferral / active EE | $1,973 | $6,958-71.6% | $6,276-68.6% | $6,688-70.5% |
| Admin fee / account holder | $29 | $12,013-99.8% | $10,363-99.7% | $13,397-99.8% |