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 | $2,885 | $111,754-97.4% | $103,333-97.2% | $145,922-98.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 40.32% | 24.77%+15.5pp | 24.88%+15.4pp | 561.29%-521.0pp |
| Employer contribution / active EE | $1,937 | $4,212-54.0% | $3,868-49.9% | $4,660-58.4% |
| Participant deferral / active EE | $2,902 | $5,619-48.4% | $5,057-42.6% | $6,688-56.6% |
| Admin fee / account holder | $9 | $9,750-99.9% | $8,355-99.9% | $13,397-99.9% |