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 | $5,012 | $46,553-89.2% | $64,056-92.2% | $75,163-93.3% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 88.10% | 26.03%+62.1pp | 33.69%+54.4pp | 160.62%-72.5pp |
| Employer contribution / active EE | $1,836 | $1,974-7.0% | $2,747-33.1% | $2,670-31.2% |
| Participant deferral / active EE | $1,300 | $2,837-54.2% | $3,880-66.5% | $4,125-68.5% |
| Admin fee / account holder | $226 | $2,952-92.4% | $3,068-92.6% | $5,651-96.0% |