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 | $10,040 | $108,919-90.8% | $100,391-90.0% | $145,922-93.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.49% | 57.88%-40.4pp | 49.20%-31.7pp | 561.29%-543.8pp |
| Employer contribution / active EE | $3,724 | $4,419-15.7% | $3,942-5.5% | $4,660-20.1% |
| Participant deferral / active EE | $4,746 | $8,445-43.8% | $8,082-41.3% | $6,688-29.0% |
| Admin fee / account holder | $49 | $9,689-99.5% | $7,899-99.4% | $13,397-99.6% |