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 7-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 | $5,195 | $112,881-95.4% | $90,951-94.3% | $158,922-96.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 147.56% | 215.79%-68.2pp | 134.60%+13.0pp | 302.83%-155.3pp |
| Employer contribution / active EE | $1,499 | $2,893-48.2% | $2,122-29.4% | $4,761-68.5% |
| Participant deferral / active EE | $2,505 | $4,128-39.3% | $3,373-25.7% | $5,982-58.1% |
| Admin fee / account holder | $12 | $8,041-99.9% | $5,959-99.8% | $11,246-99.9% |