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 | $5,945 | $150,187-96.0% | $120,354-95.1% | $145,922-95.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.07% | 154.07%-143.0pp | 107.15%-96.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,333 | $4,348-69.3% | $3,463-61.5% | $4,660-71.4% |
| Participant deferral / active EE | $2,972 | $6,173-51.9% | $4,991-40.5% | $6,688-55.6% |
| Admin fee / account holder | $52 | $12,207-99.6% | $9,423-99.4% | $13,397-99.6% |