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 | $5,678 | $126,574-95.5% | $106,213-94.7% | $145,922-96.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 20.58% | 224.79%-204.2pp | 116.14%-95.6pp | 561.29%-540.7pp |
| Employer contribution / active EE | $1,383 | $3,730-62.9% | $3,171-56.4% | $4,660-70.3% |
| Participant deferral / active EE | $2,616 | $5,724-54.3% | $5,016-47.8% | $6,688-60.9% |
| Admin fee / account holder | $2 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |