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 | $4,997 | $175,202-97.1% | $149,673-96.7% | $139,434-96.4% |
| Participation rate | 91.3% | 83.4%+7.9pp | 78.8%+12.5pp | 80.3%+11.0pp |
| Annual return | 28.90% | 166.71%-137.8pp | 134.42%-105.5pp | 372.94%-344.0pp |
| Employer contribution / active EE | $1,490 | $5,474-72.8% | $4,818-69.1% | $4,751-68.6% |
| Participant deferral / active EE | $2,069 | $6,519-68.3% | $5,680-63.6% | $6,710-69.2% |
| Admin fee / account holder | $128 | $16,150-99.2% | $13,210-99.0% | $11,403-98.9% |