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 | $4,531 | $52,353-91.3% | $120,225-96.2% | $82,448-94.5% |
| Participation rate | 85.1% | 58.3%+26.8pp | 69.6%+15.5pp | 68.1%+17.0pp |
| Annual return | 23.36% | 61.85%-38.5pp | 439.23%-415.9pp | 41.64%-18.3pp |
| Employer contribution / active EE | $567 | $1,510-62.4% | $3,475-83.7% | $2,551-77.8% |
| Participant deferral / active EE | $1,206 | $2,627-54.1% | $3,999-69.8% | $4,139-70.9% |
| Admin fee / account holder | $137 | $4,363-96.9% | $5,696-97.6% | $7,234-98.1% |