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 | $3,995 | $95,561-95.8% | $77,163-94.8% | $139,434-97.1% |
| Participation rate | 89.5% | 73.9%+15.5pp | 69.6%+19.9pp | 80.3%+9.2pp |
| Annual return | 38.26% | 54.92%-16.7pp | 37.87%+0.4pp | 372.94%-334.7pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,895 | $4,624-37.4% | $3,833-24.5% | $6,710-56.9% |
| Admin fee / account holder | $90 | $8,295-98.9% | $5,472-98.4% | $11,403-99.2% |