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 | $2,823 | $158,398-98.2% | $126,539-97.8% | $142,382-98.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.20% | 593.76%-572.6pp | 425.95%-404.8pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,560 | $4,650-66.5% | $3,674-57.5% | $4,299-63.7% |
| Participant deferral / active EE | $1,560 | $4,767-67.3% | $4,083-61.8% | $6,507-76.0% |
| Admin fee / account holder | $27 | $6,918-99.6% | $6,065-99.6% | $12,624-99.8% |