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 | $5,303 | $69,207-92.3% | $64,056-91.7% | $139,434-96.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 38.42% | 45.88%-7.5pp | 33.69%+4.7pp | 372.94%-334.5pp |
| Employer contribution / active EE | $442 | $3,182-86.1% | $2,747-83.9% | $4,751-90.7% |
| Participant deferral / active EE | $4,042 | $4,682-13.7% | $3,880+4.2% | $6,710-39.8% |
| Admin fee / account holder | $6 | $4,244-99.9% | $3,068-99.8% | $11,403-99.9% |