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 | $6,214 | $111,724-94.4% | $93,606-93.4% | $145,922-95.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.99% | 202.98%-186.0pp | 133.20%-116.2pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,401 | $3,090-54.6% | $2,420-42.1% | $4,660-69.9% |
| Participant deferral / active EE | $2,317 | $4,912-52.8% | $4,411-47.5% | $6,688-65.4% |
| Admin fee / account holder | $271 | $10,250-97.4% | $8,285-96.7% | $13,397-98.0% |