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 | $4,406 | $112,729-96.1% | $98,716-95.5% | $137,256-96.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 26.00% | 38.48%-12.5pp | 31.81%-5.8pp | 220.34%-194.3pp |
| Employer contribution / active EE | $1,050 | $2,725-61.5% | $2,279-53.9% | $4,156-74.7% |
| Participant deferral / active EE | $1,589 | $4,640-65.8% | $4,048-60.8% | $6,407-75.2% |
| Admin fee / account holder | $20 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |