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 | $3,322 | $95,561-96.5% | $77,163-95.7% | $139,434-97.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 43.29% | 54.92%-11.6pp | 37.87%+5.4pp | 372.94%-329.7pp |
| Employer contribution / active EE | $542 | $3,147-82.8% | $2,535-78.6% | $4,751-88.6% |
| Participant deferral / active EE | $2,153 | $4,624-53.4% | $3,833-43.8% | $6,710-67.9% |
| Admin fee / account holder | $4 | $8,295-99.9% | $5,472-99.9% | $11,403-100.0% |