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 6-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 | $4,897 | $154,228-96.8% | $145,433-96.6% | $137,256-96.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 733.61% | 74.59%+659.0pp | 66.58%+667.0pp | 220.34%+513.3pp |
| Employer contribution / active EE | $2,283 | $4,804-52.5% | $4,554-49.9% | $4,156-45.1% |
| Participant deferral / active EE | $4,566 | $8,216-44.4% | $7,897-42.2% | $6,407-28.7% |
| Admin fee / account holder | $18 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |