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 | $1,654 | $74,888-97.8% | $71,209-97.7% | $142,382-98.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 28.37% | 345.14%-316.8pp | 282.51%-254.1pp | 217.08%-188.7pp |
| Employer contribution / active EE | $520 | $2,854-81.8% | $2,721-80.9% | $4,299-87.9% |
| Participant deferral / active EE | $651 | $4,454-85.4% | $4,175-84.4% | $6,507-90.0% |
| Admin fee / account holder | $15 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |