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 | $4,272 | $48,795-91.2% | $65,493-93.5% | $84,808-95.0% |
| Participation rate | 91.6% | 67.0%+24.6pp | 73.1%+18.5pp | 68.3%+23.3pp |
| Annual return | 38.57% | 20.20%+18.4pp | 982.45%-943.9pp | 40.90%-2.3pp |
| Employer contribution / active EE | $1,207 | $1,930-37.4% | $2,574-53.1% | $2,631-54.1% |
| Participant deferral / active EE | $1,994 | $2,928-31.9% | $3,961-49.6% | $4,212-52.6% |
| Admin fee / account holder | $167 | $3,877-95.7% | $5,028-96.7% | $7,344-97.7% |