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 4-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 | $3,023 | $110,257-97.3% | $96,544-96.9% | $139,434-97.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 38.35% | 26.32%+12.0pp | 25.84%+12.5pp | 372.94%-334.6pp |
| Employer contribution / active EE | $6,418 | $3,620+77.3% | $2,965+116.5% | $4,751+35.1% |
| Participant deferral / active EE | $3,318 | $5,548-40.2% | $4,851-31.6% | $6,710-50.6% |
| Admin fee / account holder | $300 | $11,591-97.4% | $8,252-96.4% | $11,403-97.4% |