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 | $6,368 | $111,754-94.3% | $103,333-93.8% | $145,922-95.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.53% | 24.77%-8.2pp | 24.88%-8.4pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,305 | $4,212-45.3% | $3,868-40.4% | $4,660-50.5% |
| Participant deferral / active EE | $3,922 | $5,619-30.2% | $5,057-22.5% | $6,688-41.4% |
| Admin fee / account holder | $38 | $9,750-99.6% | $8,355-99.6% | $13,397-99.7% |