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 | $5,897 | $159,901-96.3% | $146,958-96.0% | $145,922-96.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.52% | 98.13%-76.6pp | 418.34%-396.8pp | 561.29%-539.8pp |
| Employer contribution / active EE | $2,185 | $5,286-58.7% | $4,933-55.7% | $4,660-53.1% |
| Participant deferral / active EE | $2,967 | $8,428-64.8% | $8,070-63.2% | $6,688-55.6% |
| Admin fee / account holder | $21 | $15,044-99.9% | $12,998-99.8% | $13,397-99.8% |