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 | $5,688 | $133,922-95.8% | $116,228-95.1% | $142,382-96.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 32.33% | 147.76%-115.4pp | 90.06%-57.7pp | 217.08%-184.7pp |
| Employer contribution / active EE | $1,851 | $3,446-46.3% | $2,994-38.2% | $4,299-56.9% |
| Participant deferral / active EE | $2,775 | $5,672-51.1% | $4,953-44.0% | $6,507-57.4% |
| Admin fee / account holder | $35 | $14,945-99.8% | $11,989-99.7% | $12,624-99.7% |