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 | $8,246 | $109,327-92.5% | $89,391-90.8% | $158,922-94.8% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.0%+22.9pp | 82.0%+9.0pp |
| Annual return | 26.85% | 345.68%-318.8pp | 245.62%-218.8pp | 302.83%-276.0pp |
| Employer contribution / active EE | $797 | $3,170-74.9% | $2,586-69.2% | $4,761-83.3% |
| Participant deferral / active EE | $2,750 | $4,598-40.2% | $3,890-29.3% | $5,982-54.0% |
| Admin fee / account holder | $13 | $6,153-99.8% | $4,881-99.7% | $11,246-99.9% |