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 | $3,107 | $183,519-98.3% | $155,509-98.0% | $145,922-97.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.25% | 61.17%-44.9pp | 64.67%-48.4pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,580 | $5,313-70.3% | $4,672-66.2% | $4,660-66.1% |
| Participant deferral / active EE | $3,757 | $6,462-41.9% | $5,626-33.2% | $6,688-43.8% |
| Admin fee / account holder | $57 | $19,313-99.7% | $15,912-99.6% | $13,397-99.6% |