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 | $7,258 | $172,111-95.8% | $150,298-95.2% | $137,256-94.7% |
| Participation rate | 90.5% | 81.7%+8.8pp | 77.8%+12.7pp | 80.0%+10.5pp |
| Annual return | 26.46% | 69.37%-42.9pp | 62.79%-36.3pp | 220.34%-193.9pp |
| Employer contribution / active EE | $1,367 | $4,636-70.5% | $4,154-67.1% | $4,156-67.1% |
| Participant deferral / active EE | $2,758 | $6,166-55.3% | $5,453-49.4% | $6,407-56.9% |
| Admin fee / account holder | $16 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |