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 | $13,488 | $112,881-88.1% | $90,951-85.2% | $158,922-91.5% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 21.31% | 215.79%-194.5pp | 134.60%-113.3pp | 302.83%-281.5pp |
| Employer contribution / active EE | $1,557 | $2,893-46.2% | $2,122-26.6% | $4,761-67.3% |
| Participant deferral / active EE | $2,686 | $4,128-34.9% | $3,373-20.4% | $5,982-55.1% |
| Admin fee / account holder | $254 | $8,041-96.8% | $5,959-95.7% | $11,246-97.7% |