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 | $4,693 | $96,635-95.1% | $86,612-94.6% | $139,434-96.6% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 46.58% | 106.41%-59.8pp | 591.07%-544.5pp | 372.94%-326.4pp |
| Employer contribution / active EE | $1,659 | $3,263-49.2% | $3,022-45.1% | $4,751-65.1% |
| Participant deferral / active EE | $1,835 | $4,836-62.1% | $4,438-58.6% | $6,710-72.7% |
| Admin fee / account holder | $224 | $6,408-96.5% | $5,614-96.0% | $11,403-98.0% |