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 | $5,220 | $96,635-94.6% | $86,612-94.0% | $139,434-96.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.98% | 106.41%-84.4pp | 591.07%-569.1pp | 372.94%-351.0pp |
| Employer contribution / active EE | $721 | $3,263-77.9% | $3,022-76.1% | $4,751-84.8% |
| Participant deferral / active EE | $861 | $4,836-82.2% | $4,438-80.6% | $6,710-87.2% |
| Admin fee / account holder | $67 | $6,408-99.0% | $5,614-98.8% | $11,403-99.4% |