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 | $9,231 | $117,983-92.2% | $101,794-90.9% | $142,382-93.5% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.2%+15.4pp | 80.1%+4.5pp |
| Annual return | 19.73% | 36.92%-17.2pp | 30.53%-10.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $494 | $2,773-82.2% | $2,289-78.4% | $4,299-88.5% |
| Participant deferral / active EE | $2,160 | $4,714-54.2% | $4,084-47.1% | $6,507-66.8% |
| Admin fee / account holder | $32 | $10,433-99.7% | $8,777-99.6% | $12,624-99.7% |