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 | $2,140 | $46,553-95.4% | $64,056-96.7% | $75,163-97.2% |
| Participation rate | 90.3% | 65.9%+24.4pp | 72.3%+18.0pp | 67.2%+23.1pp |
| Annual return | 15.85% | 26.03%-10.2pp | 33.69%-17.8pp | 160.62%-144.8pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $891 | $2,837-68.6% | $3,880-77.0% | $4,125-78.4% |
| Admin fee / account holder | $168 | $2,952-94.3% | $3,068-94.5% | $5,651-97.0% |