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 | $3,733 | $97,125-96.2% | $86,233-95.7% | $137,256-97.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.59% | 74.19%-54.6pp | 61.39%-41.8pp | 220.34%-200.8pp |
| Employer contribution / active EE | $731 | $2,841-74.3% | $2,504-70.8% | $4,156-82.4% |
| Participant deferral / active EE | $1,514 | $5,180-70.8% | $4,559-66.8% | $6,407-76.4% |
| Admin fee / account holder | $36 | $9,725-99.6% | $8,342-99.6% | $12,270-99.7% |