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 | $1,526 | $158,398-99.0% | $126,539-98.8% | $142,382-98.9% |
| Participation rate | 95.0% | 75.8%+19.2pp | 69.8%+25.2pp | 80.1%+14.9pp |
| Annual return | 26.12% | 593.76%-567.6pp | 425.95%-399.8pp | 217.08%-191.0pp |
| Employer contribution / active EE | $253 | $4,650-94.6% | $3,674-93.1% | $4,299-94.1% |
| Participant deferral / active EE | $718 | $4,767-84.9% | $4,083-82.4% | $6,507-89.0% |
| Admin fee / account holder | $13 | $6,918-99.8% | $6,065-99.8% | $12,624-99.9% |