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 7-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 | $4,890 | $121,625-96.0% | $104,607-95.3% | $158,922-96.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 127.23% | 465.26%-338.0pp | 340.46%-213.2pp | 302.83%-175.6pp |
| Employer contribution / active EE | $483 | $3,163-84.7% | $2,681-82.0% | $4,761-89.9% |
| Participant deferral / active EE | $3,086 | $4,177-26.1% | $3,740-17.5% | $5,982-48.4% |
| Admin fee / account holder | $23 | $7,787-99.7% | $6,473-99.6% | $11,246-99.8% |