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 | $3,531 | $95,266-96.3% | $82,389-95.7% | $142,382-97.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 38.68% | 25.74%+12.9pp | 28.67%+10.0pp | 217.08%-178.4pp |
| Employer contribution / active EE | $566 | $2,991-81.1% | $2,517-77.5% | $4,299-86.8% |
| Participant deferral / active EE | $1,189 | $4,809-75.3% | $4,155-71.4% | $6,507-81.7% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |