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 | $19,644 | $68,346-71.3% | $94,646-79.2% | $75,163-73.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 88.85% | 616.93%-528.1pp | 156.71%-67.9pp | 160.62%-71.8pp |
| Employer contribution / active EE | $4,338 | $2,701+60.6% | $3,672+18.1% | $2,670+62.5% |
| Participant deferral / active EE | $7,147 | $6,537+9.3% | $7,418-3.7% | $4,125+73.2% |
| Admin fee / account holder | $19 | $5,326-99.6% | $7,231-99.7% | $5,651-99.7% |