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 10-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 | $8,822 | $107,934-91.8% | $91,989-90.4% | $152,861-94.2% |
| Participation rate | 80.0% | 81.2%-1.2pp | 78.6%+1.4pp | 82.4%-2.4pp |
| Annual return | 446.24% | 89.24%+357.0pp | 69.02%+377.2pp | 345.32%+100.9pp |
| Employer contribution / active EE | $2,071 | $4,210-50.8% | $3,452-40.0% | $4,762-56.5% |
| Participant deferral / active EE | $4,231 | $6,364-33.5% | $5,923-28.6% | $5,850-27.7% |
| Admin fee / account holder | $40 | $10,520-99.6% | $7,743-99.5% | $11,596-99.7% |