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 | $7,398 | $109,327-93.2% | $89,391-91.7% | $158,922-95.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 35.79% | 345.68%-309.9pp | 245.62%-209.8pp | 302.83%-267.0pp |
| Employer contribution / active EE | $1,450 | $3,170-54.3% | $2,586-43.9% | $4,761-69.5% |
| Participant deferral / active EE | $3,582 | $4,598-22.1% | $3,890-7.9% | $5,982-40.1% |
| Admin fee / account holder | $141 | $6,153-97.7% | $4,881-97.1% | $11,246-98.7% |