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 | $4,406 | $77,899-94.3% | $149,673-97.1% | $75,163-94.1% |
| Participation rate | 91.0% | 65.6%+25.5pp | 78.8%+12.3pp | 67.2%+23.9pp |
| Annual return | 60.38% | 31.72%+28.7pp | 134.42%-74.0pp | 160.62%-100.2pp |
| Employer contribution / active EE | $631 | $3,137-79.9% | $4,818-86.9% | $2,670-76.4% |
| Participant deferral / active EE | $2,904 | $3,411-14.9% | $5,680-48.9% | $4,125-29.6% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |