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 | $3,389 | $228,332-98.5% | $185,823-98.2% | $158,922-97.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 135.42% | 40.80%+94.6pp | 35.95%+99.5pp | 302.83%-167.4pp |
| Employer contribution / active EE | $815 | $4,967-83.6% | $4,087-80.1% | $4,761-82.9% |
| Participant deferral / active EE | $2,021 | $6,415-68.5% | $5,632-64.1% | $5,982-66.2% |
| Admin fee / account holder | $152 | $11,864-98.7% | $9,500-98.4% | $11,246-98.6% |