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 | $2,776 | $99,918-97.2% | $81,382-96.6% | $145,922-98.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.31% | 34.32%-26.0pp | 24.73%-16.4pp | 561.29%-553.0pp |
| Employer contribution / active EE | $1,076 | $2,978-63.9% | $2,463-56.3% | $4,660-76.9% |
| Participant deferral / active EE | $1,460 | $4,605-68.3% | $3,883-62.4% | $6,688-78.2% |
| Admin fee / account holder | $185 | $8,212-97.8% | $5,768-96.8% | $13,397-98.6% |