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 | $4,796 | $109,982-95.6% | $97,226-95.1% | $145,922-96.7% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.6pp | 80.3%+3.1pp |
| Annual return | 11.75% | 242.90%-231.2pp | 75.13%-63.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $394 | $3,084-87.2% | $2,729-85.6% | $4,660-91.6% |
| Participant deferral / active EE | $995 | $4,676-78.7% | $4,264-76.7% | $6,688-85.1% |
| Admin fee / account holder | $24 | $6,221-99.6% | $5,654-99.6% | $13,397-99.8% |