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 6-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 | $8,261 | $109,327-92.4% | $89,391-90.8% | $158,922-94.8% |
| Participation rate | 85.7% | 74.3%+11.5pp | 68.0%+17.7pp | 82.0%+3.8pp |
| Annual return | 17.41% | 345.68%-328.3pp | 245.62%-228.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,334 | $3,170-57.9% | $2,586-48.4% | $4,761-72.0% |
| Participant deferral / active EE | $3,608 | $4,598-21.5% | $3,890-7.3% | $5,982-39.7% |
| Admin fee / account holder | $153 | $6,153-97.5% | $4,881-96.9% | $11,246-98.6% |