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 | $10,918 | $106,515-89.7% | $96,683-88.7% | $139,434-92.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 161.37% | 38.43%+122.9pp | 35.69%+125.7pp | 372.94%-211.6pp |
| Employer contribution / active EE | $1,648 | $4,103-59.8% | $3,737-55.9% | $4,751-65.3% |
| Participant deferral / active EE | $7,991 | $5,454+46.5% | $4,878+63.8% | $6,710+19.1% |
| Admin fee / account holder | $20 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |