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 | $7,123 | $150,187-95.3% | $120,354-94.1% | $145,922-95.1% |
| Participation rate | 85.7% | 78.8%+7.0pp | 71.9%+13.8pp | 80.3%+5.4pp |
| Annual return | 21.29% | 154.07%-132.8pp | 107.15%-85.9pp | 561.29%-540.0pp |
| Employer contribution / active EE | $1,794 | $4,348-58.7% | $3,463-48.2% | $4,660-61.5% |
| Participant deferral / active EE | $3,075 | $6,173-50.2% | $4,991-38.4% | $6,688-54.0% |
| Admin fee / account holder | $50 | $12,207-99.6% | $9,423-99.5% | $13,397-99.6% |