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 | $8,481 | $107,334-92.1% | $92,893-90.9% | $152,861-94.5% |
| Participation rate | 95.2% | 79.8%+15.5pp | 76.0%+19.2pp | 82.4%+12.8pp |
| Annual return | 34.92% | 145.58%-110.7pp | 109.41%-74.5pp | 345.32%-310.4pp |
| Employer contribution / active EE | $1,698 | $4,221-59.8% | $3,653-53.5% | $4,762-64.3% |
| Participant deferral / active EE | $2,998 | $4,845-38.1% | $4,236-29.2% | $5,850-48.8% |
| Admin fee / account holder | $20 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |