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 | $5,277 | $77,314-93.2% | $177,989-97.0% | $80,856-93.5% |
| Participation rate | 88.5% | 65.7%+22.8pp | 77.1%+11.4pp | 67.6%+20.8pp |
| Annual return | 15.49% | 18.09%-2.6pp | 294.48%-279.0pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,250 | $2,292-45.4% | $3,949-68.3% | $2,755-54.6% |
| Participant deferral / active EE | $2,243 | $4,411-49.1% | $6,276-64.3% | $4,296-47.8% |
| Admin fee / account holder | $274 | $7,191-96.2% | $10,363-97.4% | $6,918-96.0% |