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 6-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 | $7,953 | $124,281-93.6% | $109,143-92.7% | $167,490-95.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 80.09% | 26.04%+54.0pp | 25.75%+54.3pp | 478.56%-398.5pp |
| Employer contribution / active EE | $2,045 | $4,207-51.4% | $3,722-45.1% | $4,837-57.7% |
| Participant deferral / active EE | $5,659 | $5,255+7.7% | $4,653+21.6% | $6,341-10.8% |
| Admin fee / account holder | $4 | $7,970-100.0% | $6,752-99.9% | $12,309-100.0% |