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 9-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 | $8,484 | $58,927-85.6% | $76,817-89.0% | $72,985-88.4% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 26.56% | 2305.64%-2279.1pp | 1166.11%-1139.5pp | 81.00%-54.4pp |
| Employer contribution / active EE | $1,866 | $1,787+4.4% | $2,302-18.9% | $2,440-23.5% |
| Participant deferral / active EE | $2,136 | $2,690-20.6% | $3,336-36.0% | $3,607-40.8% |
| Admin fee / account holder | $41 | $4,013-99.0% | $6,420-99.4% | $5,124-99.2% |