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 | $4,573 | $58,208-92.1% | $81,812-94.4% | $80,856-94.3% |
| Participation rate | 81.8% | 63.4%+18.4pp | 72.3%+9.5pp | 67.6%+14.2pp |
| Annual return | 16.22% | 41.66%-25.4pp | 773.79%-757.6pp | 35.59%-19.4pp |
| Employer contribution / active EE | $936 | $2,340-60.0% | $2,912-67.9% | $2,755-66.0% |
| Participant deferral / active EE | $1,898 | $3,281-42.2% | $4,319-56.1% | $4,296-55.8% |
| Admin fee / account holder | $192 | $4,981-96.1% | $7,386-97.4% | $6,918-97.2% |