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 3-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 | $4,960 | $159,901-96.9% | $146,958-96.6% | $145,922-96.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.01% | 98.13%-71.1pp | 418.34%-391.3pp | 561.29%-534.3pp |
| Employer contribution / active EE | $2,146 | $5,286-59.4% | $4,933-56.5% | $4,660-53.9% |
| Participant deferral / active EE | $2,683 | $8,428-68.2% | $8,070-66.8% | $6,688-59.9% |
| Admin fee / account holder | $7 | $15,044-100.0% | $12,998-99.9% | $13,397-100.0% |