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 | $4,466 | $158,398-97.2% | $126,539-96.5% | $142,382-96.9% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 23.81% | 593.76%-569.9pp | 425.95%-402.1pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,462 | $4,650-68.6% | $3,674-60.2% | $4,299-66.0% |
| Participant deferral / active EE | $2,883 | $4,767-39.5% | $4,083-29.4% | $6,507-55.7% |
| Admin fee / account holder | $26 | $6,918-99.6% | $6,065-99.6% | $12,624-99.8% |