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 | $6,106 | $114,381-94.7% | $107,525-94.3% | $142,382-95.7% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 16.27% | 242.71%-226.4pp | 181.32%-165.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $895 | $4,015-77.7% | $3,754-76.2% | $4,299-79.2% |
| Participant deferral / active EE | $1,626 | $5,564-70.8% | $5,116-68.2% | $6,507-75.0% |
| Admin fee / account holder | $135 | $9,860-98.6% | $8,919-98.5% | $12,624-98.9% |