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 | $5,086 | $71,050-92.8% | $93,606-94.6% | $80,856-93.7% |
| Participation rate | 91.9% | 60.4%+31.5pp | 68.7%+23.2pp | 67.6%+24.3pp |
| Annual return | 17.07% | 11.26%+5.8pp | 133.20%-116.1pp | 35.59%-18.5pp |
| Employer contribution / active EE | $1,196 | $1,564-23.5% | $2,420-50.6% | $2,755-56.6% |
| Participant deferral / active EE | $1,949 | $4,034-51.7% | $4,411-55.8% | $4,296-54.6% |
| Admin fee / account holder | $83 | $6,945-98.8% | $8,285-99.0% | $6,918-98.8% |