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 | $8,072 | $70,475-88.5% | $100,516-92.0% | $79,858-89.9% |
| Participation rate | 92.3% | 73.7%+18.7pp | 79.4%+12.9pp | 69.6%+22.7pp |
| Annual return | 63.52% | 21.90%+41.6pp | 30.89%+32.6pp | 31.71%+31.8pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,438 | $5,181-14.3% | $6,270-29.2% | $3,740+18.7% |
| Admin fee / account holder | $0 | $4,478-100.0% | $8,081-100.0% | $5,306-100.0% |