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 | $3,473 | $95,266-96.4% | $82,389-95.8% | $142,382-97.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 11.90% | 25.74%-13.8pp | 28.67%-16.8pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,500 | $2,991-49.9% | $2,517-40.4% | $4,299-65.1% |
| Participant deferral / active EE | $1,500 | $4,809-68.8% | $4,155-63.9% | $6,507-76.9% |
| Admin fee / account holder | $172 | $8,563-98.0% | $7,231-97.6% | $12,624-98.6% |