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 | $7,853 | $60,124-86.9% | $90,404-91.3% | $79,858-90.2% |
| Participation rate | 81.5% | 65.0%+16.5pp | 72.7%+8.8pp | 69.6%+11.8pp |
| Annual return | 27.97% | 71.94%-44.0pp | 1293.02%-1265.0pp | 31.71%-3.7pp |
| Employer contribution / active EE | $532 | $2,068-74.3% | $3,262-83.7% | $2,471-78.5% |
| Participant deferral / active EE | $1,536 | $2,938-47.7% | $3,963-61.3% | $3,740-58.9% |
| Admin fee / account holder | $113 | $3,976-97.2% | $5,611-98.0% | $5,306-97.9% |