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 | $8,506 | $148,534-94.3% | $135,903-93.7% | $139,434-93.9% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 86.13% | 79.19%+6.9pp | 68.23%+17.9pp | 372.94%-286.8pp |
| Employer contribution / active EE | $1,627 | $5,243-69.0% | $4,856-66.5% | $4,751-65.8% |
| Participant deferral / active EE | $5,073 | $8,100-37.4% | $7,758-34.6% | $6,710-24.4% |
| Admin fee / account holder | $23 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |