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 | $3,180 | $88,751-96.4% | $81,812-96.1% | $145,922-97.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.55% | 1025.40%-1009.9pp | 773.79%-758.2pp | 561.29%-545.7pp |
| Employer contribution / active EE | $766 | $3,083-75.2% | $2,912-73.7% | $4,660-83.6% |
| Participant deferral / active EE | $1,605 | $4,643-65.4% | $4,319-62.8% | $6,688-76.0% |
| Admin fee / account holder | $23 | $8,415-99.7% | $7,386-99.7% | $13,397-99.8% |