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 | $3,710 | $52,353-92.9% | $120,225-96.9% | $82,448-95.5% |
| Participation rate | 88.5% | 58.3%+30.1pp | 69.6%+18.9pp | 68.1%+20.4pp |
| Annual return | 31.50% | 61.85%-30.4pp | 439.23%-407.7pp | 41.64%-10.1pp |
| Employer contribution / active EE | $537 | $1,510-64.4% | $3,475-84.5% | $2,551-79.0% |
| Participant deferral / active EE | $1,839 | $2,627-30.0% | $3,999-54.0% | $4,139-55.6% |
| Admin fee / account holder | $12 | $4,363-99.7% | $5,696-99.8% | $7,234-99.8% |