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 | $4,738 | $87,166-94.6% | $76,735-93.8% | $137,256-96.5% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.5%+5.5pp | 80.0%-5.0pp |
| Annual return | 20.78% | 26.50%-5.7pp | 29.77%-9.0pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,522 | $2,904-47.6% | $2,454-38.0% | $4,156-63.4% |
| Participant deferral / active EE | $1,533 | $4,726-67.6% | $4,088-62.5% | $6,407-76.1% |
| Admin fee / account holder | $53 | $8,403-99.4% | $7,189-99.3% | $12,270-99.6% |