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 | $4,470 | $111,724-96.0% | $93,606-95.2% | $145,922-96.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 22.09% | 202.98%-180.9pp | 133.20%-111.1pp | 561.29%-539.2pp |
| Employer contribution / active EE | $1,385 | $3,090-55.2% | $2,420-42.8% | $4,660-70.3% |
| Participant deferral / active EE | $2,055 | $4,912-58.2% | $4,411-53.4% | $6,688-69.3% |
| Admin fee / account holder | $14 | $10,250-99.9% | $8,285-99.8% | $13,397-99.9% |