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 | $7,057 | $118,680-94.1% | $98,907-92.9% | $158,922-95.6% |
| Participation rate | 88.9% | 77.8%+11.1pp | 76.0%+12.9pp | 82.0%+6.9pp |
| Annual return | 7.77% | 372.35%-364.6pp | 196.43%-188.7pp | 302.83%-295.1pp |
| Employer contribution / active EE | $2,298 | $3,333-31.1% | $2,689-14.5% | $4,761-51.7% |
| Participant deferral / active EE | $2,480 | $5,088-51.3% | $4,244-41.6% | $5,982-58.5% |
| Admin fee / account holder | $74 | $10,131-99.3% | $6,642-98.9% | $11,246-99.3% |