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 | $10,130 | $148,534-93.2% | $135,903-92.5% | $139,434-92.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 126.91% | 79.19%+47.7pp | 68.23%+58.7pp | 372.94%-246.0pp |
| Employer contribution / active EE | $3,869 | $5,243-26.2% | $4,856-20.3% | $4,751-18.6% |
| Participant deferral / active EE | $4,640 | $8,100-42.7% | $7,758-40.2% | $6,710-30.8% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |