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 | $3,042 | $111,724-97.3% | $93,606-96.8% | $145,922-97.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.79% | 202.98%-183.2pp | 133.20%-113.4pp | 561.29%-541.5pp |
| Employer contribution / active EE | $1,076 | $3,090-65.2% | $2,420-55.6% | $4,660-76.9% |
| Participant deferral / active EE | $1,640 | $4,912-66.6% | $4,411-62.8% | $6,688-75.5% |
| Admin fee / account holder | $73 | $10,250-99.3% | $8,285-99.1% | $13,397-99.5% |