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 | $5,364 | $161,352-96.7% | $134,172-96.0% | $137,256-96.1% |
| Participation rate | 85.7% | 78.3%+7.4pp | 72.5%+13.2pp | 80.0%+5.8pp |
| Annual return | 21.16% | 28.72%-7.6pp | 25.30%-4.1pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,987 | $4,099-51.5% | $3,420-41.9% | $4,156-52.2% |
| Participant deferral / active EE | $1,708 | $5,552-69.2% | $4,690-63.6% | $6,407-73.3% |
| Admin fee / account holder | $20 | $15,028-99.9% | $12,016-99.8% | $12,270-99.8% |