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 | $9,956 | $55,415-82.0% | $155,509-93.6% | $74,495-86.6% |
| Participation rate | 85.8% | 61.9%+23.9pp | 78.2%+7.6pp | 67.2%+18.6pp |
| Annual return | 28.77% | 268.50%-239.7pp | 64.67%-35.9pp | 1364.94%-1336.2pp |
| Employer contribution / active EE | $444 | $2,267-80.4% | $4,672-90.5% | $2,623-83.1% |
| Participant deferral / active EE | $3,024 | $2,836+6.6% | $5,626-46.3% | $4,346-30.4% |
| Admin fee / account holder | $265 | $1,738-84.8% | $15,912-98.3% | $1,942-86.4% |