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 | $1,422 | $30,400-95.3% | $53,898-97.4% | $84,808-98.3% |
| Participation rate | 96.2% | 46.4%+49.7pp | 55.0%+41.2pp | 68.3%+27.8pp |
| Annual return | 31.55% | 500.19%-468.6pp | 528.60%-497.1pp | 40.90%-9.4pp |
| Employer contribution / active EE | $702 | $603+16.5% | $932-24.7% | $2,631-73.3% |
| Participant deferral / active EE | $1,114 | $1,199-7.1% | $1,826-39.0% | $4,212-73.6% |
| Admin fee / account holder | $11 | $1,993-99.4% | $2,491-99.5% | $7,344-99.8% |