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 | $4,705 | $81,248-94.2% | $155,509-97.0% | $80,856-94.2% |
| Participation rate | 97.6% | 66.2%+31.3pp | 78.2%+19.4pp | 67.6%+29.9pp |
| Annual return | 407.66% | 33.31%+374.3pp | 64.67%+343.0pp | 35.59%+372.1pp |
| Employer contribution / active EE | $1,039 | $3,100-66.5% | $4,672-77.8% | $2,755-62.3% |
| Participant deferral / active EE | $1,813 | $3,452-47.5% | $5,626-67.8% | $4,296-57.8% |
| Admin fee / account holder | $243 | $7,997-97.0% | $15,912-98.5% | $6,918-96.5% |