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 | $4,993 | $105,126-95.3% | $94,646-94.7% | $139,434-96.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 32.18% | 38.03%-5.9pp | 156.71%-124.5pp | 372.94%-340.8pp |
| Employer contribution / active EE | $2,405 | $4,106-41.4% | $3,672-34.5% | $4,751-49.4% |
| Participant deferral / active EE | $3,971 | $7,599-47.7% | $7,418-46.5% | $6,710-40.8% |
| Admin fee / account holder | $18 | $8,984-99.8% | $7,231-99.8% | $11,403-99.8% |