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 | $5,214 | $97,125-94.6% | $86,233-94.0% | $137,256-96.2% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.0%+19.9pp | 80.0%+8.9pp |
| Annual return | 24.45% | 74.19%-49.7pp | 61.39%-36.9pp | 220.34%-195.9pp |
| Employer contribution / active EE | $718 | $2,841-74.7% | $2,504-71.3% | $4,156-82.7% |
| Participant deferral / active EE | $1,114 | $5,180-78.5% | $4,559-75.6% | $6,407-82.6% |
| Admin fee / account holder | $15 | $9,725-99.8% | $8,342-99.8% | $12,270-99.9% |