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 | $3,152 | $149,040-97.9% | $120,225-97.4% | $137,256-97.7% |
| Participation rate | 88.9% | 75.4%+13.5pp | 69.6%+19.3pp | 80.0%+8.9pp |
| Annual return | 23.37% | 605.68%-582.3pp | 439.23%-415.9pp | 220.34%-197.0pp |
| Employer contribution / active EE | $814 | $4,350-81.3% | $3,475-76.6% | $4,156-80.4% |
| Participant deferral / active EE | $1,536 | $4,655-67.0% | $3,999-61.6% | $6,407-76.0% |
| Admin fee / account holder | $106 | $6,348-98.3% | $5,696-98.1% | $12,270-99.1% |