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 8-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 | $7,155 | $118,849-94.0% | $96,562-92.6% | $167,490-95.7% |
| Participation rate | 88.2% | 75.5%+12.8pp | 69.8%+18.4pp | 82.1%+6.1pp |
| Annual return | 18.16% | 50.49%-32.3pp | 37.78%-19.6pp | 478.56%-460.4pp |
| Employer contribution / active EE | $844 | $3,120-72.9% | $2,356-64.2% | $4,837-82.6% |
| Participant deferral / active EE | $1,488 | $4,616-67.8% | $3,849-61.3% | $6,341-76.5% |
| Admin fee / account holder | $171 | $8,065-97.9% | $6,181-97.2% | $12,309-98.6% |