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 | $5,941 | $148,534-96.0% | $135,903-95.6% | $139,434-95.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 434.14% | 79.19%+354.9pp | 68.23%+365.9pp | 372.94%+61.2pp |
| Employer contribution / active EE | $1,068 | $5,243-79.6% | $4,856-78.0% | $4,751-77.5% |
| Participant deferral / active EE | $2,517 | $8,100-68.9% | $7,758-67.6% | $6,710-62.5% |
| Admin fee / account holder | $168 | $12,400-98.6% | $10,762-98.4% | $11,403-98.5% |