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 | $5,024 | $117,983-95.7% | $101,794-95.1% | $142,382-96.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.45% | 36.92%-15.5pp | 30.53%-9.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,208 | $2,773-56.4% | $2,289-47.2% | $4,299-71.9% |
| Participant deferral / active EE | $1,510 | $4,714-68.0% | $4,084-63.0% | $6,507-76.8% |
| Admin fee / account holder | $32 | $10,433-99.7% | $8,777-99.6% | $12,624-99.7% |