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 3-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 | $5,002 | $97,125-94.9% | $86,233-94.2% | $137,256-96.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 23.78% | 74.19%-50.4pp | 61.39%-37.6pp | 220.34%-196.6pp |
| Employer contribution / active EE | $1,010 | $2,841-64.4% | $2,504-59.7% | $4,156-75.7% |
| Participant deferral / active EE | $1,031 | $5,180-80.1% | $4,559-77.4% | $6,407-83.9% |
| Admin fee / account holder | $22 | $9,725-99.8% | $8,342-99.7% | $12,270-99.8% |