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 | $106,584-95.4% | $101,326-95.2% | $142,382-96.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 24.33% | 36.93%-12.6pp | 36.82%-12.5pp | 217.08%-192.7pp |
| Employer contribution / active EE | $2,100 | $3,956-46.9% | $3,665-42.7% | $4,299-51.2% |
| Participant deferral / active EE | $3,369 | $8,297-59.4% | $7,994-57.9% | $6,507-48.2% |
| Admin fee / account holder | $24 | $11,446-99.8% | $11,185-99.8% | $12,624-99.8% |