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 | $3,034 | $56,053-94.6% | $75,972-96.0% | $80,856-96.2% |
| Participation rate | 82.5% | 62.0%+20.5pp | 69.1%+13.5pp | 67.6%+14.9pp |
| Annual return | 450.36% | 20.53%+429.8pp | 359.55%+90.8pp | 35.59%+414.8pp |
| Employer contribution / active EE | $1,040 | $1,874-44.5% | $2,685-61.3% | $2,755-62.3% |
| Participant deferral / active EE | $1,209 | $3,052-60.4% | $4,255-71.6% | $4,296-71.9% |
| Admin fee / account holder | $253 | $5,234-95.2% | $6,467-96.1% | $6,918-96.3% |