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 | $14,626 | $150,187-90.3% | $120,354-87.8% | $145,922-90.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.44% | 154.07%-136.6pp | 107.15%-89.7pp | 561.29%-543.8pp |
| Employer contribution / active EE | $2,221 | $4,348-48.9% | $3,463-35.9% | $4,660-52.3% |
| Participant deferral / active EE | $4,039 | $6,173-34.6% | $4,991-19.1% | $6,688-39.6% |
| Admin fee / account holder | $61 | $12,207-99.5% | $9,423-99.4% | $13,397-99.5% |