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 | $8,013 | $140,940-94.3% | $112,229-92.9% | $139,434-94.3% |
| Participation rate | 88.9% | 79.2%+9.7pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 43.50% | 32.71%+10.8pp | 30.20%+13.3pp | 372.94%-329.4pp |
| Employer contribution / active EE | $1,923 | $4,283-55.1% | $3,430-43.9% | $4,751-59.5% |
| Participant deferral / active EE | $2,711 | $5,874-53.9% | $4,798-43.5% | $6,710-59.6% |
| Admin fee / account holder | $37 | $9,954-99.6% | $7,748-99.5% | $11,403-99.7% |