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 | $5,073 | $79,944-93.7% | $98,439-94.8% | $75,163-93.3% |
| Participation rate | 83.9% | 70.4%+13.5pp | 75.2%+8.7pp | 67.2%+16.7pp |
| Annual return | 60.53% | 19.75%+40.8pp | 21.16%+39.4pp | 160.62%-100.1pp |
| Employer contribution / active EE | $1,618 | $2,264-28.5% | $3,048-46.9% | $2,670-39.4% |
| Participant deferral / active EE | $2,477 | $3,752-34.0% | $4,738-47.7% | $4,125-40.0% |
| Admin fee / account holder | $95 | $6,840-98.6% | $8,948-98.9% | $5,651-98.3% |