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 3-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 | $5,280 | $99,877-94.7% | $84,966-93.8% | $145,922-96.4% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 34.03% | 83.76%-49.7pp | 66.38%-32.3pp | 561.29%-527.3pp |
| Employer contribution / active EE | $2,464 | $3,231-23.7% | $2,727-9.6% | $4,660-47.1% |
| Participant deferral / active EE | $2,906 | $5,291-45.1% | $4,519-35.7% | $6,688-56.6% |
| Admin fee / account holder | $9 | $7,248-99.9% | $6,149-99.9% | $13,397-99.9% |