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 | $5,049 | $91,538-94.5% | $129,995-96.1% | $75,163-93.3% |
| Participation rate | 90.3% | 71.4%+18.9pp | 78.5%+11.8pp | 67.2%+23.1pp |
| Annual return | 29.30% | -631.11%+660.4pp | -137.18%+166.5pp | 160.62%-131.3pp |
| Employer contribution / active EE | $1,144 | $2,845-59.8% | $4,320-73.5% | $2,670-57.2% |
| Participant deferral / active EE | $2,205 | $4,341-49.2% | $5,820-62.1% | $4,125-46.5% |
| Admin fee / account holder | $206 | $6,790-97.0% | $10,614-98.1% | $5,651-96.3% |