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 | $3,521 | $140,940-97.5% | $112,229-96.9% | $139,434-97.5% |
| Participation rate | 87.5% | 79.2%+8.3pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 167.73% | 32.71%+135.0pp | 30.20%+137.5pp | 372.94%-205.2pp |
| Employer contribution / active EE | $1,001 | $4,283-76.6% | $3,430-70.8% | $4,751-78.9% |
| Participant deferral / active EE | $1,692 | $5,874-71.2% | $4,798-64.7% | $6,710-74.8% |
| Admin fee / account holder | $52 | $9,954-99.5% | $7,748-99.3% | $11,403-99.5% |