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 | $87,166-96.0% | $76,735-95.5% | $137,256-97.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 11.90% | 26.50%-14.6pp | 29.77%-17.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,500 | $2,904-48.4% | $2,454-38.9% | $4,156-63.9% |
| Participant deferral / active EE | $1,500 | $4,726-68.3% | $4,088-63.3% | $6,407-76.6% |
| Admin fee / account holder | $172 | $8,403-98.0% | $7,189-97.6% | $12,270-98.6% |