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 | $4,426 | $77,899-94.3% | $149,673-97.0% | $75,163-94.1% |
| Participation rate | 85.3% | 65.6%+19.7pp | 78.8%+6.5pp | 67.2%+18.1pp |
| Annual return | 25.71% | 31.72%-6.0pp | 134.42%-108.7pp | 160.62%-134.9pp |
| Employer contribution / active EE | $1,041 | $3,137-66.8% | $4,818-78.4% | $2,670-61.0% |
| Participant deferral / active EE | $2,023 | $3,411-40.7% | $5,680-64.4% | $4,125-51.0% |
| Admin fee / account holder | $212 | $5,956-96.4% | $13,210-98.4% | $5,651-96.2% |