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 | $2,219 | $169,161-98.7% | $129,295-98.3% | $145,959-98.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 22.28% | 14348.07%-14325.8pp | 9429.28%-9407.0pp | 561.95%-539.7pp |
| Employer contribution / active EE | $909 | $5,543-83.6% | $4,157-78.1% | $4,661-80.5% |
| Participant deferral / active EE | $1,157 | $4,989-76.8% | $4,169-72.2% | $6,689-82.7% |
| Admin fee / account holder | $48 | $9,878-99.5% | $7,665-99.4% | $13,398-99.6% |