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 | $1,749 | $150,187-98.8% | $120,354-98.5% | $145,922-98.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.31% | 154.07%-138.8pp | 107.15%-91.8pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,080 | $4,348-75.2% | $3,463-68.8% | $4,660-76.8% |
| Participant deferral / active EE | $2,858 | $6,173-53.7% | $4,991-42.7% | $6,688-57.3% |
| Admin fee / account holder | $25 | $12,207-99.8% | $9,423-99.7% | $13,397-99.8% |