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 | $6,253 | $159,901-96.1% | $146,958-95.7% | $145,922-95.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.64% | 98.13%-79.5pp | 418.34%-399.7pp | 561.29%-542.6pp |
| Employer contribution / active EE | $2,012 | $5,286-61.9% | $4,933-59.2% | $4,660-56.8% |
| Participant deferral / active EE | $4,343 | $8,428-48.5% | $8,070-46.2% | $6,688-35.1% |
| Admin fee / account holder | $111 | $15,044-99.3% | $12,998-99.1% | $13,397-99.2% |