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 | $4,973 | $80,968-93.9% | $96,544-94.8% | $75,163-93.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 34.90% | 27.06%+7.8pp | 25.84%+9.1pp | 160.62%-125.7pp |
| Employer contribution / active EE | $1,068 | $2,282-53.2% | $2,965-64.0% | $2,670-60.0% |
| Participant deferral / active EE | $2,568 | $3,928-34.6% | $4,851-47.1% | $4,125-37.8% |
| Admin fee / account holder | $60 | $6,724-99.1% | $8,252-99.3% | $5,651-98.9% |