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 | $3,658 | $77,899-95.3% | $149,673-97.6% | $75,163-95.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 22.82% | 31.72%-8.9pp | 134.42%-111.6pp | 160.62%-137.8pp |
| Employer contribution / active EE | $1,132 | $3,137-63.9% | $4,818-76.5% | $2,670-57.6% |
| Participant deferral / active EE | $1,213 | $3,411-64.4% | $5,680-78.6% | $4,125-70.6% |
| Admin fee / account holder | $137 | $5,956-97.7% | $13,210-99.0% | $5,651-97.6% |