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 | $2,242 | $104,974-97.9% | $95,585-97.7% | $142,382-98.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.90% | 210.33%-193.4pp | 38.56%-21.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,889 | $2,779+40.0% | $2,527+53.9% | $4,299-9.5% |
| Participant deferral / active EE | $3,889 | $4,352-10.6% | $4,023-3.3% | $6,507-40.2% |
| Admin fee / account holder | $268 | $6,386-95.8% | $6,127-95.6% | $12,624-97.9% |