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 5-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 | $4,458 | $111,724-96.0% | $93,606-95.2% | $145,922-96.9% |
| Participation rate | 94.1% | 74.2%+19.9pp | 68.7%+25.4pp | 80.3%+13.8pp |
| Annual return | 14.10% | 202.98%-188.9pp | 133.20%-119.1pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,046 | $3,090-66.1% | $2,420-56.8% | $4,660-77.5% |
| Participant deferral / active EE | $1,383 | $4,912-71.8% | $4,411-68.7% | $6,688-79.3% |
| Admin fee / account holder | $287 | $10,250-97.2% | $8,285-96.5% | $13,397-97.9% |