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 | $5,720 | $94,752-94.0% | $112,887-94.9% | $139,434-95.9% |
| Participation rate | 88.9% | 81.3%+7.6pp | 80.5%+8.4pp | 80.3%+8.6pp |
| Annual return | 62.85% | 40.88%+22.0pp | 34.10%+28.8pp | 372.94%-310.1pp |
| Employer contribution / active EE | $2,508 | $4,625-45.8% | $4,563-45.0% | $4,751-47.2% |
| Participant deferral / active EE | $2,535 | $6,512-61.1% | $6,513-61.1% | $6,710-62.2% |
| Admin fee / account holder | $10 | $8,527-99.9% | $7,047-99.9% | $11,403-99.9% |