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 | $3,331 | $52,353-93.6% | $120,225-97.2% | $82,448-96.0% |
| Participation rate | 87.5% | 58.3%+29.2pp | 69.6%+17.9pp | 68.1%+19.4pp |
| Annual return | 21.18% | 61.85%-40.7pp | 439.23%-418.0pp | 41.64%-20.5pp |
| Employer contribution / active EE | $706 | $1,510-53.3% | $3,475-79.7% | $2,551-72.3% |
| Participant deferral / active EE | $799 | $2,627-69.6% | $3,999-80.0% | $4,139-80.7% |
| Admin fee / account holder | $232 | $4,363-94.7% | $5,696-95.9% | $7,234-96.8% |