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 | $3,317 | $88,751-96.3% | $81,812-95.9% | $145,922-97.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 17.65% | 1025.40%-1007.8pp | 773.79%-756.1pp | 561.29%-543.6pp |
| Employer contribution / active EE | $804 | $3,083-73.9% | $2,912-72.4% | $4,660-82.7% |
| Participant deferral / active EE | $1,754 | $4,643-62.2% | $4,319-59.4% | $6,688-73.8% |
| Admin fee / account holder | $37 | $8,415-99.6% | $7,386-99.5% | $13,397-99.7% |