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 | $3,510 | $175,202-98.0% | $149,673-97.7% | $139,434-97.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 49.78% | 166.71%-116.9pp | 134.42%-84.6pp | 372.94%-323.2pp |
| Employer contribution / active EE | $1,390 | $5,474-74.6% | $4,818-71.1% | $4,751-70.7% |
| Participant deferral / active EE | $2,840 | $6,519-56.4% | $5,680-50.0% | $6,710-57.7% |
| Admin fee / account holder | $36 | $16,150-99.8% | $13,210-99.7% | $11,403-99.7% |