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 | $3,726 | $158,398-97.6% | $126,539-97.1% | $142,382-97.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 77.31% | 593.76%-516.5pp | 425.95%-348.6pp | 217.08%-139.8pp |
| Employer contribution / active EE | $639 | $4,650-86.3% | $3,674-82.6% | $4,299-85.1% |
| Participant deferral / active EE | $509 | $4,767-89.3% | $4,083-87.5% | $6,507-92.2% |
| Admin fee / account holder | $12 | $6,918-99.8% | $6,065-99.8% | $12,624-99.9% |