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 6-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 | $8,992 | $228,332-96.1% | $185,823-95.2% | $158,922-94.3% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 85.42% | 40.80%+44.6pp | 35.95%+49.5pp | 302.83%-217.4pp |
| Employer contribution / active EE | $997 | $4,967-79.9% | $4,087-75.6% | $4,761-79.1% |
| Participant deferral / active EE | $7,029 | $6,415+9.6% | $5,632+24.8% | $5,982+17.5% |
| Admin fee / account holder | $51 | $11,864-99.6% | $9,500-99.5% | $11,246-99.5% |