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 3-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 | $9,216 | $65,561-85.9% | $86,188-89.3% | $75,163-87.7% |
| Participation rate | 97.1% | 60.5%+36.6pp | 69.0%+28.1pp | 67.2%+29.9pp |
| Annual return | 116.38% | 46.05%+70.3pp | 1168.45%-1052.1pp | 160.62%-44.2pp |
| Employer contribution / active EE | $3,193 | $1,553+105.7% | $2,380+34.2% | $2,670+19.6% |
| Participant deferral / active EE | $5,305 | $3,024+75.4% | $3,985+33.1% | $4,125+28.6% |
| Admin fee / account holder | $91 | $5,474-98.3% | $6,852-98.7% | $5,651-98.4% |