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 | $6,107 | $110,257-94.5% | $96,544-93.7% | $139,434-95.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 33.56% | 26.32%+7.2pp | 25.84%+7.7pp | 372.94%-339.4pp |
| Employer contribution / active EE | $1,565 | $3,620-56.8% | $2,965-47.2% | $4,751-67.1% |
| Participant deferral / active EE | $2,643 | $5,548-52.4% | $4,851-45.5% | $6,710-60.6% |
| Admin fee / account holder | $11 | $11,591-99.9% | $8,252-99.9% | $11,403-99.9% |