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 | $5,005 | $140,940-96.4% | $112,229-95.5% | $139,434-96.4% |
| Participation rate | 80.0% | 79.2%+0.8pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 60.79% | 32.71%+28.1pp | 30.20%+30.6pp | 372.94%-312.1pp |
| Employer contribution / active EE | $1,825 | $4,283-57.4% | $3,430-46.8% | $4,751-61.6% |
| Participant deferral / active EE | $2,914 | $5,874-50.4% | $4,798-39.3% | $6,710-56.6% |
| Admin fee / account holder | $30 | $9,954-99.7% | $7,748-99.6% | $11,403-99.7% |