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 | $165,984-96.5% | $164,813-96.4% | $145,922-96.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 120.63% | 100.03%+20.6pp | 69.93%+50.7pp | 561.29%-440.7pp |
| Employer contribution / active EE | $3,596 | $5,273-31.8% | $4,341-17.2% | $4,660-22.8% |
| Participant deferral / active EE | $2,767 | $6,959-60.2% | $6,031-54.1% | $6,688-58.6% |
| Admin fee / account holder | $42 | $16,648-99.7% | $12,690-99.7% | $13,397-99.7% |