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 | $3,462 | $149,040-97.7% | $120,225-97.1% | $137,256-97.5% |
| Participation rate | 90.0% | 75.4%+14.6pp | 69.6%+20.4pp | 80.0%+10.0pp |
| Annual return | 19.23% | 605.68%-586.5pp | 439.23%-420.0pp | 220.34%-201.1pp |
| Employer contribution / active EE | $71 | $4,350-98.4% | $3,475-98.0% | $4,156-98.3% |
| Participant deferral / active EE | $512 | $4,655-89.0% | $3,999-87.2% | $6,407-92.0% |
| Admin fee / account holder | $56 | $6,348-99.1% | $5,696-99.0% | $12,270-99.5% |