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 | $6,097 | $64,839-90.6% | $95,585-93.6% | $84,808-92.8% |
| Participation rate | 96.7% | 63.8%+32.8pp | 72.1%+24.6pp | 68.3%+28.4pp |
| Annual return | 26.52% | -670.96%+697.5pp | 38.56%-12.0pp | 40.90%-14.4pp |
| Employer contribution / active EE | $1,326 | $1,759-24.6% | $2,527-47.5% | $2,631-49.6% |
| Participant deferral / active EE | $2,995 | $2,965+1.0% | $4,023-25.6% | $4,212-28.9% |
| Admin fee / account holder | $227 | $5,964-96.2% | $6,127-96.3% | $7,344-96.9% |