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 | $5,099 | $126,574-96.0% | $106,213-95.2% | $145,922-96.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 18.89% | 224.79%-205.9pp | 116.14%-97.3pp | 561.29%-542.4pp |
| Employer contribution / active EE | $1,144 | $3,730-69.3% | $3,171-63.9% | $4,660-75.5% |
| Participant deferral / active EE | $1,843 | $5,724-67.8% | $5,016-63.3% | $6,688-72.4% |
| Admin fee / account holder | $27 | $17,304-99.8% | $11,033-99.8% | $13,397-99.8% |