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 | $5,506 | $148,534-96.3% | $135,903-95.9% | $139,434-96.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 103.29% | 79.19%+24.1pp | 68.23%+35.1pp | 372.94%-269.7pp |
| Employer contribution / active EE | $1,772 | $5,243-66.2% | $4,856-63.5% | $4,751-62.7% |
| Participant deferral / active EE | $2,744 | $8,100-66.1% | $7,758-64.6% | $6,710-59.1% |
| Admin fee / account holder | $5 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |