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 | $4,141 | $150,187-97.2% | $120,354-96.6% | $145,922-97.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 20.72% | 154.07%-133.4pp | 107.15%-86.4pp | 561.29%-540.6pp |
| Employer contribution / active EE | $1,949 | $4,348-55.2% | $3,463-43.7% | $4,660-58.2% |
| Participant deferral / active EE | $1,949 | $6,173-68.4% | $4,991-61.0% | $6,688-70.9% |
| Admin fee / account holder | $21 | $12,207-99.8% | $9,423-99.8% | $13,397-99.8% |