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 | $6,111 | $96,635-93.7% | $86,612-92.9% | $139,434-95.6% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 30.35% | 106.41%-76.1pp | 591.07%-560.7pp | 372.94%-342.6pp |
| Employer contribution / active EE | $2,587 | $3,263-20.7% | $3,022-14.4% | $4,751-45.5% |
| Participant deferral / active EE | $4,501 | $4,836-6.9% | $4,438+1.4% | $6,710-32.9% |
| Admin fee / account holder | $25 | $6,408-99.6% | $5,614-99.6% | $11,403-99.8% |