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 | $8,804 | $118,680-92.6% | $98,907-91.1% | $158,922-94.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 106.53% | 372.35%-265.8pp | 196.43%-89.9pp | 302.83%-196.3pp |
| Employer contribution / active EE | $2,387 | $3,333-28.4% | $2,689-11.2% | $4,761-49.9% |
| Participant deferral / active EE | $8,091 | $5,088+59.0% | $4,244+90.6% | $5,982+35.3% |
| Admin fee / account holder | $130 | $10,131-98.7% | $6,642-98.0% | $11,246-98.8% |