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 | $4,024 | $109,881-96.3% | $150,045-97.3% | $84,808-95.3% |
| Participation rate | 93.5% | 76.1%+17.5pp | 82.3%+11.2pp | 68.3%+25.2pp |
| Annual return | 60.34% | 28.25%+32.1pp | 62.55%-2.2pp | 40.90%+19.4pp |
| Employer contribution / active EE | $1,765 | $3,561-50.4% | $4,693-62.4% | $2,631-32.9% |
| Participant deferral / active EE | $2,585 | $6,636-61.0% | $7,997-67.7% | $4,212-38.6% |
| Admin fee / account holder | $249 | $8,568-97.1% | $13,435-98.1% | $7,344-96.6% |