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 | $8,752 | $77,899-88.8% | $149,673-94.2% | $75,163-88.4% |
| Participation rate | 90.0% | 65.6%+24.4pp | 78.8%+11.2pp | 67.2%+22.8pp |
| Annual return | 29.16% | 31.72%-2.6pp | 134.42%-105.3pp | 160.62%-131.5pp |
| Employer contribution / active EE | $1,703 | $3,137-45.7% | $4,818-64.6% | $2,670-36.2% |
| Participant deferral / active EE | $2,295 | $3,411-32.7% | $5,680-59.6% | $4,125-44.4% |
| Admin fee / account holder | $294 | $5,956-95.1% | $13,210-97.8% | $5,651-94.8% |