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 | $6,576 | $148,534-95.6% | $135,903-95.2% | $139,434-95.3% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 89.37% | 79.19%+10.2pp | 68.23%+21.1pp | 372.94%-283.6pp |
| Employer contribution / active EE | $1,567 | $5,243-70.1% | $4,856-67.7% | $4,751-67.0% |
| Participant deferral / active EE | $4,015 | $8,100-50.4% | $7,758-48.2% | $6,710-40.2% |
| Admin fee / account holder | $7 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |