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 | $5,436 | $111,724-95.1% | $93,606-94.2% | $145,922-96.3% |
| Participation rate | 82.4% | 74.2%+8.1pp | 68.7%+13.6pp | 80.3%+2.1pp |
| Annual return | 17.97% | 202.98%-185.0pp | 133.20%-115.2pp | 561.29%-543.3pp |
| Employer contribution / active EE | $987 | $3,090-68.1% | $2,420-59.2% | $4,660-78.8% |
| Participant deferral / active EE | $1,775 | $4,912-63.9% | $4,411-59.8% | $6,688-73.5% |
| Admin fee / account holder | $92 | $10,250-99.1% | $8,285-98.9% | $13,397-99.3% |