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 | $5,543 | $69,207-92.0% | $64,056-91.3% | $139,434-96.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.99% | 45.88%-22.9pp | 33.69%-10.7pp | 372.94%-350.0pp |
| Employer contribution / active EE | $996 | $3,182-68.7% | $2,747-63.7% | $4,751-79.0% |
| Participant deferral / active EE | $1,998 | $4,682-57.3% | $3,880-48.5% | $6,710-70.2% |
| Admin fee / account holder | $51 | $4,244-98.8% | $3,068-98.3% | $11,403-99.5% |