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 10-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 | $3,524 | $99,020-96.4% | $86,590-95.9% | $147,584-97.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.52% | 1312.34%-1290.8pp | 964.84%-943.3pp | 578.55%-557.0pp |
| Employer contribution / active EE | $874 | $3,132-72.1% | $2,839-69.2% | $4,876-82.1% |
| Participant deferral / active EE | $1,805 | $3,972-54.6% | $3,609-50.0% | $5,439-66.8% |
| Admin fee / account holder | $12 | $5,710-99.8% | $4,906-99.8% | $10,885-99.9% |