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 | $5,617 | $84,233-93.3% | $170,442-96.7% | $70,131-92.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 23.00% | 23.06%-0.1pp | 205.93%-182.9pp | 73.14%-50.1pp |
| Employer contribution / active EE | $1,207 | $3,387-64.4% | $5,433-77.8% | $2,342-48.5% |
| Participant deferral / active EE | $1,746 | $3,086-43.4% | $4,939-64.7% | $3,332-47.6% |
| Admin fee / account holder | $10 | $5,698-99.8% | $13,880-99.9% | $4,645-99.8% |