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 | $6,194 | $52,353-88.2% | $120,225-94.8% | $82,448-92.5% |
| Participation rate | 91.2% | 58.3%+32.9pp | 69.6%+21.6pp | 68.1%+23.1pp |
| Annual return | 23.55% | 61.85%-38.3pp | 439.23%-415.7pp | 41.64%-18.1pp |
| Employer contribution / active EE | $459 | $1,510-69.6% | $3,475-86.8% | $2,551-82.0% |
| Participant deferral / active EE | $1,911 | $2,627-27.3% | $3,999-52.2% | $4,139-53.8% |
| Admin fee / account holder | $292 | $4,363-93.3% | $5,696-94.9% | $7,234-96.0% |