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 | $4,508 | $109,982-95.9% | $97,226-95.4% | $145,922-96.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.04% | 242.90%-228.9pp | 75.13%-61.1pp | 561.29%-547.2pp |
| Employer contribution / active EE | $552 | $3,084-82.1% | $2,729-79.8% | $4,660-88.2% |
| Participant deferral / active EE | $1,065 | $4,676-77.2% | $4,264-75.0% | $6,688-84.1% |
| Admin fee / account holder | $78 | $6,221-98.8% | $5,654-98.6% | $13,397-99.4% |