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 6-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 | $3,545 | $58,208-93.9% | $81,812-95.7% | $80,856-95.6% |
| Participation rate | 78.1% | 63.4%+14.7pp | 72.3%+5.8pp | 67.6%+10.5pp |
| Annual return | 15.39% | 41.66%-26.3pp | 773.79%-758.4pp | 35.59%-20.2pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,145 | $3,281-34.6% | $4,319-50.3% | $4,296-50.1% |
| Admin fee / account holder | $109 | $4,981-97.8% | $7,386-98.5% | $6,918-98.4% |