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 | $5,836 | $106,515-94.5% | $96,683-94.0% | $139,434-95.8% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.3%+12.3pp | 80.3%+6.3pp |
| Annual return | 145.48% | 38.43%+107.1pp | 35.69%+109.8pp | 372.94%-227.5pp |
| Employer contribution / active EE | $1,488 | $4,103-63.7% | $3,737-60.2% | $4,751-68.7% |
| Participant deferral / active EE | $2,942 | $5,454-46.1% | $4,878-39.7% | $6,710-56.2% |
| Admin fee / account holder | $193 | $7,877-97.6% | $6,730-97.1% | $11,403-98.3% |