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 | $3,913 | $46,553-91.6% | $64,056-93.9% | $75,163-94.8% |
| Participation rate | 71.4% | 65.9%+5.5pp | 72.3%-0.9pp | 67.2%+4.2pp |
| Annual return | 22.69% | 26.03%-3.3pp | 33.69%-11.0pp | 160.62%-137.9pp |
| Employer contribution / active EE | $783 | $1,974-60.3% | $2,747-71.5% | $2,670-70.7% |
| Participant deferral / active EE | $1,119 | $2,837-60.5% | $3,880-71.2% | $4,125-72.9% |
| Admin fee / account holder | $49 | $2,952-98.3% | $3,068-98.4% | $5,651-99.1% |