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 8-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 | $7,067 | $152,587-95.4% | $125,175-94.4% | $152,861-95.4% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 35.43% | 54.84%-19.4pp | 43.79%-8.4pp | 345.32%-309.9pp |
| Employer contribution / active EE | $1,410 | $4,946-71.5% | $3,865-63.5% | $4,762-70.4% |
| Participant deferral / active EE | $2,071 | $5,868-64.7% | $4,937-58.0% | $5,850-64.6% |
| Admin fee / account holder | $27 | $13,434-99.8% | $9,702-99.7% | $11,596-99.8% |