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 | $6,472 | $148,534-95.6% | $135,903-95.2% | $139,434-95.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 45.67% | 79.19%-33.5pp | 68.23%-22.6pp | 372.94%-327.3pp |
| Employer contribution / active EE | $2,322 | $5,243-55.7% | $4,856-52.2% | $4,751-51.1% |
| Participant deferral / active EE | $2,992 | $8,100-63.1% | $7,758-61.4% | $6,710-55.4% |
| Admin fee / account holder | $9 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |