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 | $6,323 | $110,261-94.3% | $95,745-93.4% | $139,434-95.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 91.58% | 27.11%+64.5pp | 28.35%+63.2pp | 372.94%-281.4pp |
| Employer contribution / active EE | $2,321 | $3,257-28.8% | $2,835-18.1% | $4,751-51.2% |
| Participant deferral / active EE | $2,399 | $4,676-48.7% | $4,245-43.5% | $6,710-64.2% |
| Admin fee / account holder | $8 | $6,613-99.9% | $5,678-99.9% | $11,403-99.9% |