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 | $3,799 | $48,230-92.1% | $67,502-94.4% | $80,856-95.3% |
| Participation rate | 81.1% | 66.4%+14.7pp | 72.9%+8.2pp | 67.6%+13.4pp |
| Annual return | 13.07% | 18.28%-5.2pp | 3512.12%-3499.0pp | 35.59%-22.5pp |
| Employer contribution / active EE | $721 | $2,020-64.3% | $2,731-73.6% | $2,755-73.8% |
| Participant deferral / active EE | $934 | $2,924-68.1% | $4,000-76.6% | $4,296-78.3% |
| Admin fee / account holder | $155 | $3,681-95.8% | $3,998-96.1% | $6,918-97.8% |