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 | $13,588 | $80,812-83.2% | $160,784-91.5% | $82,448-83.5% |
| Participation rate | 80.0% | 66.2%+13.8pp | 77.0%+3.0pp | 68.1%+11.9pp |
| Annual return | 21.30% | 100.59%-79.3pp | 1803.92%-1782.6pp | 41.64%-20.3pp |
| Employer contribution / active EE | $1,482 | $2,174-31.8% | $3,733-60.3% | $2,551-41.9% |
| Participant deferral / active EE | $1,811 | $4,335-58.2% | $6,293-71.2% | $4,139-56.3% |
| Admin fee / account holder | $84 | $7,695-98.9% | $9,717-99.1% | $7,234-98.8% |