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 | $2,810 | $58,208-95.2% | $81,812-96.6% | $80,856-96.5% |
| Participation rate | 96.4% | 63.4%+33.0pp | 72.3%+24.1pp | 67.6%+28.8pp |
| Annual return | 13.40% | 41.66%-28.3pp | 773.79%-760.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $483 | $2,340-79.4% | $2,912-83.4% | $2,755-82.5% |
| Participant deferral / active EE | $1,064 | $3,281-67.6% | $4,319-75.4% | $4,296-75.2% |
| Admin fee / account holder | $5 | $4,981-99.9% | $7,386-99.9% | $6,918-99.9% |