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 | $3,238 | $156,846-97.9% | $121,098-97.3% | $139,434-97.7% |
| Participation rate | 85.0% | 76.4%+8.6pp | 69.5%+15.5pp | 80.3%+4.7pp |
| Annual return | 32.24% | 1474.56%-1442.3pp | 985.75%-953.5pp | 372.94%-340.7pp |
| Employer contribution / active EE | $701 | $5,536-87.3% | $4,164-83.2% | $4,751-85.2% |
| Participant deferral / active EE | $1,563 | $4,844-67.7% | $4,080-61.7% | $6,710-76.7% |
| Admin fee / account holder | $18 | $6,946-99.7% | $5,644-99.7% | $11,403-99.8% |