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 | $4,095 | $80,968-94.9% | $96,544-95.8% | $75,163-94.6% |
| Participation rate | 84.0% | 71.8%+12.2pp | 76.0%+8.0pp | 67.2%+16.8pp |
| Annual return | 25.83% | 27.06%-1.2pp | 25.84%0pp | 160.62%-134.8pp |
| Employer contribution / active EE | $936 | $2,282-59.0% | $2,965-68.4% | $2,670-64.9% |
| Participant deferral / active EE | $2,615 | $3,928-33.4% | $4,851-46.1% | $4,125-36.6% |
| Admin fee / account holder | $168 | $6,724-97.5% | $8,252-98.0% | $5,651-97.0% |