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 | $5,132 | $96,635-94.7% | $86,612-94.1% | $139,434-96.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 149.71% | 106.41%+43.3pp | 591.07%-441.4pp | 372.94%-223.2pp |
| Employer contribution / active EE | $1,378 | $3,263-57.8% | $3,022-54.4% | $4,751-71.0% |
| Participant deferral / active EE | $3,465 | $4,836-28.4% | $4,438-21.9% | $6,710-48.4% |
| Admin fee / account holder | $28 | $6,408-99.6% | $5,614-99.5% | $11,403-99.8% |