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 | $5,787 | $91,538-93.7% | $129,995-95.5% | $75,163-92.3% |
| Participation rate | 93.1% | 71.4%+21.7pp | 78.5%+14.6pp | 67.2%+25.9pp |
| Annual return | 36.84% | -631.11%+668.0pp | -137.18%+174.0pp | 160.62%-123.8pp |
| Employer contribution / active EE | $1,908 | $2,845-32.9% | $4,320-55.8% | $2,670-28.5% |
| Participant deferral / active EE | $2,100 | $4,341-51.6% | $5,820-63.9% | $4,125-49.1% |
| Admin fee / account holder | $54 | $6,790-99.2% | $10,614-99.5% | $5,651-99.0% |