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 | $5,084 | $180,749-97.2% | $160,784-96.8% | $137,256-96.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 38.59% | 2234.46%-2195.9pp | 1803.92%-1765.3pp | 220.34%-181.7pp |
| Employer contribution / active EE | $1,305 | $4,155-68.6% | $3,733-65.0% | $4,156-68.6% |
| Participant deferral / active EE | $3,252 | $6,844-52.5% | $6,293-48.3% | $6,407-49.2% |
| Admin fee / account holder | $37 | $10,397-99.6% | $9,717-99.6% | $12,270-99.7% |