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 | $3,633 | $85,022-95.7% | $70,515-94.8% | $139,434-97.4% |
| Participation rate | 80.0% | 73.9%+6.1pp | 68.3%+11.7pp | 80.3%-0.3pp |
| Annual return | 68.01% | 30.38%+37.6pp | 32.77%+35.2pp | 372.94%-304.9pp |
| Employer contribution / active EE | $1,033 | $3,909-73.6% | $2,973-65.3% | $4,751-78.3% |
| Participant deferral / active EE | $1,623 | $5,890-72.5% | $4,567-64.5% | $6,710-75.8% |
| Admin fee / account holder | $13 | $8,906-99.9% | $6,412-99.8% | $11,403-99.9% |