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 | $3,877 | $158,398-97.6% | $126,539-96.9% | $142,382-97.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.80% | 593.76%-575.0pp | 425.95%-407.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $425 | $4,650-90.9% | $3,674-88.4% | $4,299-90.1% |
| Participant deferral / active EE | $620 | $4,767-87.0% | $4,083-84.8% | $6,507-90.5% |
| Admin fee / account holder | $206 | $6,918-97.0% | $6,065-96.6% | $12,624-98.4% |