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 | $10,655 | $183,519-94.2% | $155,509-93.1% | $145,922-92.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 174.28% | 61.17%+113.1pp | 64.67%+109.6pp | 561.29%-387.0pp |
| Employer contribution / active EE | $1,599 | $5,313-69.9% | $4,672-65.8% | $4,660-65.7% |
| Participant deferral / active EE | $2,448 | $6,462-62.1% | $5,626-56.5% | $6,688-63.4% |
| Admin fee / account holder | $66 | $19,313-99.7% | $15,912-99.6% | $13,397-99.5% |