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 4-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 | $3,376 | $96,635-96.5% | $86,612-96.1% | $139,434-97.6% |
| Participation rate | 79.2% | 74.4%+4.8pp | 71.7%+7.5pp | 80.3%-1.2pp |
| Annual return | 42.70% | 106.41%-63.7pp | 591.07%-548.4pp | 372.94%-330.2pp |
| Employer contribution / active EE | $666 | $3,263-79.6% | $3,022-78.0% | $4,751-86.0% |
| Participant deferral / active EE | $1,248 | $4,836-74.2% | $4,438-71.9% | $6,710-81.4% |
| Admin fee / account holder | $31 | $6,408-99.5% | $5,614-99.5% | $11,403-99.7% |