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 | $2,934 | $149,040-98.0% | $120,225-97.6% | $137,256-97.9% |
| Participation rate | 71.4% | 75.4%-4.0pp | 69.6%+1.9pp | 80.0%-8.5pp |
| Annual return | 23.16% | 605.68%-582.5pp | 439.23%-416.1pp | 220.34%-197.2pp |
| Employer contribution / active EE | $558 | $4,350-87.2% | $3,475-83.9% | $4,156-86.6% |
| Participant deferral / active EE | $1,119 | $4,655-76.0% | $3,999-72.0% | $6,407-82.5% |
| Admin fee / account holder | $27 | $6,348-99.6% | $5,696-99.5% | $12,270-99.8% |