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 | $5,992 | $102,604-94.2% | $86,188-93.0% | $139,434-95.7% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.0%+19.9pp | 80.3%+8.6pp |
| Annual return | 22.53% | 1922.51%-1900.0pp | 1168.45%-1145.9pp | 372.94%-350.4pp |
| Employer contribution / active EE | $999 | $3,032-67.1% | $2,380-58.0% | $4,751-79.0% |
| Participant deferral / active EE | $1,498 | $4,676-68.0% | $3,985-62.4% | $6,710-77.7% |
| Admin fee / account holder | $73 | $8,657-99.2% | $6,852-98.9% | $11,403-99.4% |