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 8-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 | $5,303 | $112,881-95.3% | $90,951-94.2% | $158,922-96.7% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | 21.38% | 215.79%-194.4pp | 134.60%-113.2pp | 302.83%-281.4pp |
| Employer contribution / active EE | $632 | $2,893-78.2% | $2,122-70.2% | $4,761-86.7% |
| Participant deferral / active EE | $1,108 | $4,128-73.2% | $3,373-67.1% | $5,982-81.5% |
| Admin fee / account holder | $35 | $8,041-99.6% | $5,959-99.4% | $11,246-99.7% |