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 5-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 | $3,899 | $112,096-96.5% | $95,952-95.9% | $158,922-97.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 328.09% | 171.09%+157.0pp | 91.61%+236.5pp | 302.83%+25.3pp |
| Employer contribution / active EE | $1,755 | $3,198-45.1% | $2,541-30.9% | $4,761-63.1% |
| Participant deferral / active EE | $2,882 | $4,784-39.8% | $4,167-30.8% | $5,982-51.8% |
| Admin fee / account holder | $15 | $10,130-99.8% | $6,795-99.8% | $11,246-99.9% |