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 | $5,148 | $133,922-96.2% | $116,228-95.6% | $142,382-96.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 20.58% | 147.76%-127.2pp | 90.06%-69.5pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,537 | $3,446-55.4% | $2,994-48.7% | $4,299-64.3% |
| Participant deferral / active EE | $2,420 | $5,672-57.3% | $4,953-51.1% | $6,507-62.8% |
| Admin fee / account holder | $26 | $14,945-99.8% | $11,989-99.8% | $12,624-99.8% |