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 | $4,832 | $72,400-93.3% | $67,502-92.8% | $145,922-96.7% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.5pp | 80.3%+3.1pp |
| Annual return | 15.09% | 7182.46%-7167.4pp | 3512.12%-3497.0pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,109 | $3,069-63.9% | $2,731-59.4% | $4,660-76.2% |
| Participant deferral / active EE | $1,109 | $4,783-76.8% | $4,000-72.3% | $6,688-83.4% |
| Admin fee / account holder | $22 | $5,539-99.6% | $3,998-99.4% | $13,397-99.8% |