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 | $3,191 | $158,398-98.0% | $126,539-97.5% | $142,382-97.8% |
| Participation rate | 90.5% | 75.8%+14.7pp | 69.8%+20.7pp | 80.1%+10.4pp |
| Annual return | 19.67% | 593.76%-574.1pp | 425.95%-406.3pp | 217.08%-197.4pp |
| Employer contribution / active EE | $612 | $4,650-86.8% | $3,674-83.3% | $4,299-85.8% |
| Participant deferral / active EE | $622 | $4,767-87.0% | $4,083-84.8% | $6,507-90.4% |
| Admin fee / account holder | $17 | $6,918-99.8% | $6,065-99.7% | $12,624-99.9% |