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 | $7,160 | $108,172-93.4% | $77,482-90.8% | $158,922-95.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 565.08% | 31.67%+533.4pp | 54.79%+510.3pp | 302.83%+262.3pp |
| Employer contribution / active EE | $861 | $1,325-35.0% | $986-12.7% | $4,761-81.9% |
| Participant deferral / active EE | $5,226 | $2,456+112.8% | $1,861+180.8% | $5,982-12.6% |
| Admin fee / account holder | $19 | $3,708-99.5% | $2,858-99.3% | $11,246-99.8% |