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 | $6,324 | $148,534-95.7% | $135,903-95.3% | $139,434-95.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.12% | 79.19%-58.1pp | 68.23%-47.1pp | 372.94%-351.8pp |
| Employer contribution / active EE | $2,452 | $5,243-53.2% | $4,856-49.5% | $4,751-48.4% |
| Participant deferral / active EE | $3,360 | $8,100-58.5% | $7,758-56.7% | $6,710-49.9% |
| Admin fee / account holder | $57 | $12,400-99.5% | $10,762-99.5% | $11,403-99.5% |