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 | $1,493 | $69,207-97.8% | $64,056-97.7% | $139,434-98.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.84% | 45.88%-35.0pp | 33.69%-22.8pp | 372.94%-362.1pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,006 | $4,682-78.5% | $3,880-74.1% | $6,710-85.0% |
| Admin fee / account holder | $164 | $4,244-96.1% | $3,068-94.6% | $11,403-98.6% |