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 | $4,443 | $99,877-95.6% | $84,966-94.8% | $145,922-97.0% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 48.94% | 83.76%-34.8pp | 66.38%-17.4pp | 561.29%-512.3pp |
| Employer contribution / active EE | $1,202 | $3,231-62.8% | $2,727-55.9% | $4,660-74.2% |
| Participant deferral / active EE | $2,064 | $5,291-61.0% | $4,519-54.3% | $6,688-69.1% |
| Admin fee / account holder | $41 | $7,248-99.4% | $6,149-99.3% | $13,397-99.7% |