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 | $5,495 | $99,918-94.5% | $81,382-93.2% | $145,922-96.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.48% | 34.32%-15.8pp | 24.73%-6.2pp | 561.29%-542.8pp |
| Employer contribution / active EE | $570 | $2,978-80.9% | $2,463-76.9% | $4,660-87.8% |
| Participant deferral / active EE | $2,557 | $4,605-44.5% | $3,883-34.1% | $6,688-61.8% |
| Admin fee / account holder | $18 | $8,212-99.8% | $5,768-99.7% | $13,397-99.9% |