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 10-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 | $4,806 | $93,071-94.8% | $74,583-93.6% | $273,961-98.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 1805.05% | 26.18%+1778.9pp | 20.47%+1784.6pp | 41.45%+1763.6pp |
| Employer contribution / active EE | $1,423 | $3,160-55.0% | $2,525-43.7% | $4,869-70.8% |
| Participant deferral / active EE | $4,843 | $4,160+16.4% | $3,458+40.1% | $5,287-8.4% |
| Admin fee / account holder | $17 | $5,272-99.7% | $4,138-99.6% | $10,132-99.8% |