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 | $4,489 | $177,572-97.5% | $154,803-97.1% | $142,382-96.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 27.15% | 65.07%-37.9pp | 58.88%-31.7pp | 217.08%-189.9pp |
| Employer contribution / active EE | $1,650 | $4,810-65.7% | $4,305-61.7% | $4,299-61.6% |
| Participant deferral / active EE | $2,513 | $6,272-59.9% | $5,540-54.7% | $6,507-61.4% |
| Admin fee / account holder | $22 | $16,786-99.9% | $14,329-99.8% | $12,624-99.8% |