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 | $8,029 | $102,604-92.2% | $86,188-90.7% | $139,434-94.2% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 52.66% | 1922.51%-1869.8pp | 1168.45%-1115.8pp | 372.94%-320.3pp |
| Employer contribution / active EE | $937 | $3,032-69.1% | $2,380-60.6% | $4,751-80.3% |
| Participant deferral / active EE | $3,723 | $4,676-20.4% | $3,985-6.6% | $6,710-44.5% |
| Admin fee / account holder | $63 | $8,657-99.3% | $6,852-99.1% | $11,403-99.4% |