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 | $3,900 | $106,515-96.3% | $96,683-96.0% | $139,434-97.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 58.67% | 38.43%+20.2pp | 35.69%+23.0pp | 372.94%-314.3pp |
| Employer contribution / active EE | $2,398 | $4,103-41.6% | $3,737-35.8% | $4,751-49.5% |
| Participant deferral / active EE | $2,648 | $5,454-51.4% | $4,878-45.7% | $6,710-60.5% |
| Admin fee / account holder | $227 | $7,877-97.1% | $6,730-96.6% | $11,403-98.0% |