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 | $12,928 | $117,841-89.0% | $102,423-87.4% | $145,922-91.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.55% | 31.65%-16.1pp | 29.32%-13.8pp | 561.29%-545.7pp |
| Employer contribution / active EE | $990 | $3,615-72.6% | $3,023-67.3% | $4,660-78.8% |
| Participant deferral / active EE | $2,876 | $5,731-49.8% | $5,053-43.1% | $6,688-57.0% |
| Admin fee / account holder | $19 | $13,326-99.9% | $9,451-99.8% | $13,397-99.9% |