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 | $4,562 | $70,428-93.5% | $96,562-95.3% | $85,850-94.7% |
| Participation rate | 97.7% | 61.8%+35.9pp | 69.8%+27.9pp | 69.3%+28.4pp |
| Annual return | 24.07% | 18.59%+5.5pp | 37.78%-13.7pp | 318.53%-294.5pp |
| Employer contribution / active EE | $1,012 | $1,413-28.4% | $2,356-57.0% | $2,565-60.5% |
| Participant deferral / active EE | $1,493 | $2,894-48.4% | $3,849-61.2% | $3,952-62.2% |
| Admin fee / account holder | $14 | $4,997-99.7% | $6,181-99.8% | $6,260-99.8% |