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 3-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 | $5,725 | $100,773-94.3% | $88,946-93.6% | $142,382-96.0% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.8%+22.1pp | 80.1%+10.8pp |
| Annual return | 26.41% | 70.18%-43.8pp | 57.82%-31.4pp | 217.08%-190.7pp |
| Employer contribution / active EE | $847 | $2,918-71.0% | $2,555-66.9% | $4,299-80.3% |
| Participant deferral / active EE | $2,180 | $5,230-58.3% | $4,581-52.4% | $6,507-66.5% |
| Admin fee / account holder | $15 | $9,693-99.8% | $8,261-99.8% | $12,624-99.9% |