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 | $4,760 | $57,281-91.7% | $86,612-94.5% | $75,163-93.7% |
| Participation rate | 77.1% | 63.2%+13.9pp | 71.7%+5.4pp | 67.2%+10.0pp |
| Annual return | 22.23% | 2670.75%-2648.5pp | 591.07%-568.8pp | 160.62%-138.4pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,379 | $3,318-28.3% | $4,438-46.4% | $4,125-42.3% |
| Admin fee / account holder | $170 | $4,112-95.9% | $5,614-97.0% | $5,651-97.0% |