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 | $8,405 | $98,750-91.5% | $149,696-94.4% | $79,858-89.5% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.5%+10.9pp | 69.6%+23.7pp |
| Annual return | 74.08% | 27.43%+46.7pp | 276.60%-202.5pp | 31.71%+42.4pp |
| Employer contribution / active EE | $659 | $3,216-79.5% | $4,644-85.8% | $2,471-73.3% |
| Participant deferral / active EE | $3,932 | $5,680-30.8% | $6,842-42.5% | $3,740+5.1% |
| Admin fee / account holder | $72 | $6,053-98.8% | $9,309-99.2% | $5,306-98.6% |