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 | $5,020 | $99,877-95.0% | $84,966-94.1% | $145,922-96.6% |
| Participation rate | 90.9% | 74.1%+16.8pp | 67.5%+23.4pp | 80.3%+10.6pp |
| Annual return | 20.40% | 83.76%-63.4pp | 66.38%-46.0pp | 561.29%-540.9pp |
| Employer contribution / active EE | $996 | $3,231-69.2% | $2,727-63.5% | $4,660-78.6% |
| Participant deferral / active EE | $1,015 | $5,291-80.8% | $4,519-77.5% | $6,688-84.8% |
| Admin fee / account holder | $6 | $7,248-99.9% | $6,149-99.9% | $13,397-100.0% |