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 | $5,291 | $85,022-93.8% | $70,515-92.5% | $139,434-96.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 65.34% | 30.38%+35.0pp | 32.77%+32.6pp | 372.94%-307.6pp |
| Employer contribution / active EE | $2,104 | $3,909-46.2% | $2,973-29.2% | $4,751-55.7% |
| Participant deferral / active EE | $2,104 | $5,890-64.3% | $4,567-53.9% | $6,710-68.6% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |