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 8-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 | $4,985 | $157,256-96.8% | $141,162-96.5% | $152,861-96.7% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 43.88% | 64.32%-20.4pp | 71.39%-27.5pp | 345.32%-301.4pp |
| Employer contribution / active EE | $1,012 | $5,261-80.8% | $4,735-78.6% | $4,762-78.8% |
| Participant deferral / active EE | $2,505 | $7,109-64.8% | $6,709-62.7% | $5,850-57.2% |
| Admin fee / account holder | $134 | $12,120-98.9% | $10,261-98.7% | $11,596-98.8% |