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 | $4,862 | $100,970-95.2% | $96,576-95.0% | $137,256-96.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 24.33% | 38.16%-13.8pp | 38.47%-14.1pp | 220.34%-196.0pp |
| Employer contribution / active EE | $2,100 | $3,809-44.9% | $3,553-40.9% | $4,156-49.5% |
| Participant deferral / active EE | $3,369 | $8,286-59.3% | $7,956-57.7% | $6,407-47.4% |
| Admin fee / account holder | $24 | $11,312-99.8% | $11,381-99.8% | $12,270-99.8% |