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 4-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 | $3,180 | $88,710-96.4% | $81,783-96.1% | $145,959-97.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.55% | 1027.26%-1011.7pp | 775.05%-759.5pp | 561.95%-546.4pp |
| Employer contribution / active EE | $766 | $3,083-75.2% | $2,913-73.7% | $4,661-83.6% |
| Participant deferral / active EE | $1,605 | $4,645-65.5% | $4,320-62.9% | $6,689-76.0% |
| Admin fee / account holder | $23 | $8,407-99.7% | $7,380-99.7% | $13,398-99.8% |