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 | $5,343 | $111,724-95.2% | $93,606-94.3% | $145,922-96.3% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 16.72% | 202.98%-186.3pp | 133.20%-116.5pp | 561.29%-544.6pp |
| Employer contribution / active EE | $1,356 | $3,090-56.1% | $2,420-44.0% | $4,660-70.9% |
| Participant deferral / active EE | $1,877 | $4,912-61.8% | $4,411-57.5% | $6,688-71.9% |
| Admin fee / account holder | $21 | $10,250-99.8% | $8,285-99.7% | $13,397-99.8% |