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 3-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 | $5,214 | $97,125-94.6% | $86,233-94.0% | $137,256-96.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 22.14% | 74.19%-52.1pp | 61.39%-39.3pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,130 | $2,841-60.2% | $2,504-54.9% | $4,156-72.8% |
| Participant deferral / active EE | $1,250 | $5,180-75.9% | $4,559-72.6% | $6,407-80.5% |
| Admin fee / account holder | $9 | $9,725-99.9% | $8,342-99.9% | $12,270-99.9% |