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 | $3,877 | $149,040-97.4% | $120,225-96.8% | $137,256-97.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.80% | 605.68%-586.9pp | 439.23%-420.4pp | 220.34%-201.5pp |
| Employer contribution / active EE | $425 | $4,350-90.2% | $3,475-87.8% | $4,156-89.8% |
| Participant deferral / active EE | $620 | $4,655-86.7% | $3,999-84.5% | $6,407-90.3% |
| Admin fee / account holder | $206 | $6,348-96.7% | $5,696-96.4% | $12,270-98.3% |