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 | $3,838 | $228,332-98.3% | $185,823-97.9% | $158,922-97.6% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.0%+10.9pp | 82.0%+6.9pp |
| Annual return | 20.07% | 40.80%-20.7pp | 35.95%-15.9pp | 302.83%-282.8pp |
| Employer contribution / active EE | $797 | $4,967-84.0% | $4,087-80.5% | $4,761-83.3% |
| Participant deferral / active EE | $2,603 | $6,415-59.4% | $5,632-53.8% | $5,982-56.5% |
| Admin fee / account holder | $30 | $11,864-99.7% | $9,500-99.7% | $11,246-99.7% |