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 7-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 | $8,892 | $112,881-92.1% | $90,951-90.2% | $158,922-94.4% |
| Participation rate | 87.0% | 74.7%+12.2pp | 69.0%+17.9pp | 82.0%+5.0pp |
| Annual return | 27.27% | 215.79%-188.5pp | 134.60%-107.3pp | 302.83%-275.6pp |
| Employer contribution / active EE | $1,352 | $2,893-53.3% | $2,122-36.3% | $4,761-71.6% |
| Participant deferral / active EE | $2,539 | $4,128-38.5% | $3,373-24.7% | $5,982-57.6% |
| Admin fee / account holder | $82 | $8,041-99.0% | $5,959-98.6% | $11,246-99.3% |