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 | $6,019 | $96,635-93.8% | $86,612-93.1% | $139,434-95.7% |
| Participation rate | 70.0% | 74.4%-4.4pp | 71.7%-1.7pp | 80.3%-10.3pp |
| Annual return | 52.48% | 106.41%-53.9pp | 591.07%-538.6pp | 372.94%-320.5pp |
| Employer contribution / active EE | $692 | $3,263-78.8% | $3,022-77.1% | $4,751-85.4% |
| Participant deferral / active EE | $3,092 | $4,836-36.1% | $4,438-30.3% | $6,710-53.9% |
| Admin fee / account holder | $7 | $6,408-99.9% | $5,614-99.9% | $11,403-99.9% |