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 | $752 | $149,040-99.5% | $120,225-99.4% | $137,256-99.5% |
| Participation rate | 75.0% | 75.4%-0.4pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 26.92% | 605.68%-578.8pp | 439.23%-412.3pp | 220.34%-193.4pp |
| Employer contribution / active EE | $2 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $584 | $4,655-87.5% | $3,999-85.4% | $6,407-90.9% |
| Admin fee / account holder | $11 | $6,348-99.8% | $5,696-99.8% | $12,270-99.9% |