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 | $23,409 | $86,922-73.1% | $102,438-77.1% | $80,874-71.1% |
| Participation rate | 77.8% | 72.4%+5.4pp | 76.5%+1.3pp | 67.6%+10.1pp |
| Annual return | 153.27% | 18.90%+134.4pp | 29.37%+123.9pp | 35.62%+117.6pp |
| Employer contribution / active EE | $1,907 | $2,369-19.5% | $3,024-36.9% | $2,756-30.8% |
| Participant deferral / active EE | $4,028 | $4,119-2.2% | $5,054-20.3% | $4,297-6.3% |
| Admin fee / account holder | $107 | $8,050-98.7% | $9,448-98.9% | $6,935-98.5% |