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 | $1,645 | $97,125-98.3% | $86,233-98.1% | $137,256-98.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 20.81% | 74.19%-53.4pp | 61.39%-40.6pp | 220.34%-199.5pp |
| Employer contribution / active EE | $534 | $2,841-81.2% | $2,504-78.7% | $4,156-87.1% |
| Participant deferral / active EE | $1,317 | $5,180-74.6% | $4,559-71.1% | $6,407-79.4% |
| Admin fee / account holder | $31 | $9,725-99.7% | $8,342-99.6% | $12,270-99.8% |