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 | $5,438 | $96,635-94.4% | $86,612-93.7% | $139,434-96.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 34.89% | 106.41%-71.5pp | 591.07%-556.2pp | 372.94%-338.1pp |
| Employer contribution / active EE | $2,235 | $3,263-31.5% | $3,022-26.0% | $4,751-52.9% |
| Participant deferral / active EE | $2,761 | $4,836-42.9% | $4,438-37.8% | $6,710-58.8% |
| Admin fee / account holder | $95 | $6,408-98.5% | $5,614-98.3% | $11,403-99.2% |