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 | $18,765 | $71,050-73.6% | $93,606-80.0% | $80,856-76.8% |
| Participation rate | 90.3% | 60.4%+29.9pp | 68.7%+21.6pp | 67.6%+22.7pp |
| Annual return | 16.44% | 11.26%+5.2pp | 133.20%-116.8pp | 35.59%-19.2pp |
| Employer contribution / active EE | $1,917 | $1,564+22.6% | $2,420-20.8% | $2,755-30.4% |
| Participant deferral / active EE | $4,415 | $4,034+9.5% | $4,411+0.1% | $4,296+2.8% |
| Admin fee / account holder | $13 | $6,945-99.8% | $8,285-99.8% | $6,918-99.8% |