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 | $4,186 | $159,602-97.4% | $150,045-97.2% | $142,382-97.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 689.47% | 70.24%+619.2pp | 62.55%+626.9pp | 217.08%+472.4pp |
| Employer contribution / active EE | $2,006 | $4,961-59.6% | $4,693-57.3% | $4,299-53.3% |
| Participant deferral / active EE | $5,766 | $8,310-30.6% | $7,997-27.9% | $6,507-11.4% |
| Admin fee / account holder | $17 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |