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 | $5,283 | $111,724-95.3% | $93,606-94.4% | $145,922-96.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.72% | 202.98%-186.3pp | 133.20%-116.5pp | 561.29%-544.6pp |
| Employer contribution / active EE | $957 | $3,090-69.0% | $2,420-60.4% | $4,660-79.5% |
| Participant deferral / active EE | $1,772 | $4,912-63.9% | $4,411-59.8% | $6,688-73.5% |
| Admin fee / account holder | $89 | $10,250-99.1% | $8,285-98.9% | $13,397-99.3% |