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 | $8,558 | $60,124-85.8% | $90,404-90.5% | $79,858-89.3% |
| Participation rate | 87.7% | 65.0%+22.7pp | 72.7%+15.0pp | 69.6%+18.1pp |
| Annual return | 27.69% | 71.94%-44.2pp | 1293.02%-1265.3pp | 31.71%-4.0pp |
| Employer contribution / active EE | $1,111 | $2,068-46.3% | $3,262-65.9% | $2,471-55.0% |
| Participant deferral / active EE | $1,910 | $2,938-35.0% | $3,963-51.8% | $3,740-48.9% |
| Admin fee / account holder | $109 | $3,976-97.2% | $5,611-98.0% | $5,306-97.9% |