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 | $2,022 | $57,281-96.5% | $86,612-97.7% | $75,163-97.3% |
| Participation rate | 89.3% | 63.2%+26.1pp | 71.7%+17.6pp | 67.2%+22.1pp |
| Annual return | 39.63% | 2670.75%-2631.1pp | 591.07%-551.4pp | 160.62%-121.0pp |
| Employer contribution / active EE | $630 | $2,314-72.8% | $3,022-79.2% | $2,670-76.4% |
| Participant deferral / active EE | $986 | $3,318-70.3% | $4,438-77.8% | $4,125-76.1% |
| Admin fee / account holder | $84 | $4,112-98.0% | $5,614-98.5% | $5,651-98.5% |