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 | $3,485 | $70,669-95.1% | $169,368-97.9% | $75,163-95.4% |
| Participation rate | 76.3% | 64.8%+11.5pp | 77.1%-0.8pp | 67.2%+9.1pp |
| Annual return | 60.26% | 36.36%+23.9pp | 405.60%-345.3pp | 160.62%-100.4pp |
| Employer contribution / active EE | $1,056 | $2,211-52.2% | $4,013-73.7% | $2,670-60.4% |
| Participant deferral / active EE | $1,514 | $4,311-64.9% | $6,221-75.7% | $4,125-63.3% |
| Admin fee / account holder | $78 | $5,402-98.6% | $9,003-99.1% | $5,651-98.6% |