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 | $5,861 | $166,020-96.5% | $164,866-96.4% | $145,959-96.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 120.63% | 100.08%+20.5pp | 69.97%+50.7pp | 561.95%-441.3pp |
| Employer contribution / active EE | $3,596 | $5,275-31.8% | $4,343-17.2% | $4,661-22.9% |
| Participant deferral / active EE | $2,767 | $6,961-60.3% | $6,033-54.1% | $6,689-58.6% |
| Admin fee / account holder | $42 | $16,644-99.7% | $12,689-99.7% | $13,398-99.7% |