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 | $7,715 | $93,571-91.8% | $135,903-94.3% | $75,163-89.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 2120.09% | 30.90%+2089.2pp | 68.23%+2051.9pp | 160.62%+1959.5pp |
| Employer contribution / active EE | $2,487 | $3,537-29.7% | $4,856-48.8% | $2,670-6.9% |
| Participant deferral / active EE | $3,695 | $6,404-42.3% | $7,758-52.4% | $4,125-10.4% |
| Admin fee / account holder | $55 | $6,975-99.2% | $10,762-99.5% | $5,651-99.0% |