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 | $9,211 | $165,335-94.4% | $149,696-93.8% | $158,922-94.2% |
| Participation rate | 95.0% | 84.6%+10.4pp | 82.5%+12.5pp | 82.0%+13.0pp |
| Annual return | 30.83% | 348.15%-317.3pp | 276.60%-245.8pp | 302.83%-272.0pp |
| Employer contribution / active EE | $1,321 | $5,103-74.1% | $4,644-71.6% | $4,761-72.3% |
| Participant deferral / active EE | $3,267 | $7,181-54.5% | $6,842-52.2% | $5,982-45.4% |
| Admin fee / account holder | $2 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |