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 3-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 | $9,017 | $106,515-91.5% | $96,683-90.7% | $139,434-93.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 235.41% | 38.43%+197.0pp | 35.69%+199.7pp | 372.94%-137.5pp |
| Employer contribution / active EE | $1,445 | $4,103-64.8% | $3,737-61.3% | $4,751-69.6% |
| Participant deferral / active EE | $6,484 | $5,454+18.9% | $4,878+32.9% | $6,710-3.4% |
| Admin fee / account holder | $10 | $7,877-99.9% | $6,730-99.9% | $11,403-99.9% |