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 | $8,905 | $117,841-92.4% | $102,423-91.3% | $145,922-93.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.27% | 31.65%-15.4pp | 29.32%-13.0pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,050 | $3,615-43.3% | $3,023-32.2% | $4,660-56.0% |
| Participant deferral / active EE | $3,886 | $5,731-32.2% | $5,053-23.1% | $6,688-41.9% |
| Admin fee / account holder | $46 | $13,326-99.7% | $9,451-99.5% | $13,397-99.7% |