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 | $106,749-96.2% | $145,433-97.2% | $82,448-95.1% |
| Participation rate | 93.5% | 75.6%+17.9pp | 82.1%+11.4pp | 68.1%+25.5pp |
| Annual return | 60.34% | 27.59%+32.7pp | 66.58%-6.2pp | 41.64%+18.7pp |
| Employer contribution / active EE | $1,765 | $3,444-48.7% | $4,554-61.2% | $2,551-30.8% |
| Participant deferral / active EE | $2,585 | $6,519-60.3% | $7,897-67.3% | $4,139-37.6% |
| Admin fee / account holder | $249 | $8,390-97.0% | $13,129-98.1% | $7,234-96.6% |