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 | $4,212 | $183,519-97.7% | $155,509-97.3% | $145,922-97.1% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 50.26% | 61.17%-10.9pp | 64.67%-14.4pp | 561.29%-511.0pp |
| Employer contribution / active EE | $1,362 | $5,313-74.4% | $4,672-70.9% | $4,660-70.8% |
| Participant deferral / active EE | $3,033 | $6,462-53.1% | $5,626-46.1% | $6,688-54.6% |
| Admin fee / account holder | $84 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |