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 | $10,423 | $115,770-91.0% | $101,248-89.7% | $158,922-93.4% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 25.04% | 56.14%-31.1pp | 46.47%-21.4pp | 302.83%-277.8pp |
| Employer contribution / active EE | $1,147 | $4,175-72.5% | $3,660-68.6% | $4,761-75.9% |
| Participant deferral / active EE | $1,925 | $4,957-61.2% | $4,370-56.0% | $5,982-67.8% |
| Admin fee / account holder | $89 | $7,245-98.8% | $5,945-98.5% | $11,246-99.2% |