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 | $10,170 | $106,515-90.5% | $96,683-89.5% | $139,434-92.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 49.35% | 38.43%+10.9pp | 35.69%+13.7pp | 372.94%-323.6pp |
| Employer contribution / active EE | $2,486 | $4,103-39.4% | $3,737-33.5% | $4,751-47.7% |
| Participant deferral / active EE | $2,486 | $5,454-54.4% | $4,878-49.0% | $6,710-62.9% |
| Admin fee / account holder | $5 | $7,877-99.9% | $6,730-99.9% | $11,403-100.0% |