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 | $8,415 | $83,902-90.0% | $167,512-95.0% | $84,808-90.1% |
| Participation rate | 85.7% | 66.5%+19.2pp | 77.1%+8.7pp | 68.3%+17.4pp |
| Annual return | 23.68% | 91.55%-67.9pp | 1615.79%-1592.1pp | 40.90%-17.2pp |
| Employer contribution / active EE | $674 | $2,264-70.2% | $3,882-82.6% | $2,631-74.4% |
| Participant deferral / active EE | $2,737 | $4,442-38.4% | $6,405-57.3% | $4,212-35.0% |
| Admin fee / account holder | $31 | $7,915-99.6% | $9,769-99.7% | $7,344-99.6% |