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 | $7,564 | $118,680-93.6% | $98,907-92.4% | $158,922-95.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 10.18% | 372.35%-362.2pp | 196.43%-186.2pp | 302.83%-292.6pp |
| Employer contribution / active EE | $1,072 | $3,333-67.8% | $2,689-60.1% | $4,761-77.5% |
| Participant deferral / active EE | $2,651 | $5,088-47.9% | $4,244-37.5% | $5,982-55.7% |
| Admin fee / account holder | $98 | $10,131-99.0% | $6,642-98.5% | $11,246-99.1% |