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 | $3,174 | $149,040-97.9% | $120,225-97.4% | $137,256-97.7% |
| Participation rate | 83.3% | 75.4%+7.9pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 21.64% | 605.68%-584.0pp | 439.23%-417.6pp | 220.34%-198.7pp |
| Employer contribution / active EE | $427 | $4,350-90.2% | $3,475-87.7% | $4,156-89.7% |
| Participant deferral / active EE | $772 | $4,655-83.4% | $3,999-80.7% | $6,407-87.9% |
| Admin fee / account holder | $22 | $6,348-99.7% | $5,696-99.6% | $12,270-99.8% |