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 | $6,513 | $99,921-93.5% | $85,009-92.3% | $145,959-95.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.82% | 83.89%-69.1pp | 66.47%-51.6pp | 561.95%-547.1pp |
| Employer contribution / active EE | $2,025 | $3,233-37.4% | $2,728-25.8% | $4,661-56.6% |
| Participant deferral / active EE | $2,089 | $5,293-60.5% | $4,522-53.8% | $6,689-68.8% |
| Admin fee / account holder | $83 | $7,252-98.9% | $6,153-98.7% | $13,398-99.4% |