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 7-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 | $7,607 | $72,277-89.5% | $101,248-92.5% | $79,858-90.5% |
| Participation rate | 80.6% | 68.5%+12.2pp | 75.8%+4.8pp | 69.6%+11.0pp |
| Annual return | 83.08% | 22.30%+60.8pp | 46.47%+36.6pp | 31.71%+51.4pp |
| Employer contribution / active EE | $1,059 | $2,692-60.7% | $3,660-71.1% | $2,471-57.2% |
| Participant deferral / active EE | $3,421 | $3,282+4.2% | $4,370-21.7% | $3,740-8.5% |
| Admin fee / account holder | $33 | $4,400-99.3% | $5,945-99.5% | $5,306-99.4% |