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 5-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 | $5,318 | $92,703-94.3% | $82,719-93.6% | $134,475-96.0% |
| Participation rate | 88.2% | 75.2%+13.0pp | 72.6%+15.7pp | 81.2%+7.0pp |
| Annual return | 158.73% | 944.92%-786.2pp | 701.18%-542.4pp | 417.96%-259.2pp |
| Employer contribution / active EE | $1,500 | $3,274-54.2% | $3,009-50.1% | $4,740-68.3% |
| Participant deferral / active EE | $1,838 | $4,802-61.7% | $4,395-58.2% | $6,400-71.3% |
| Admin fee / account holder | $102 | $5,983-98.3% | $5,329-98.1% | $11,426-99.1% |