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 | $8,342 | $165,335-95.0% | $149,696-94.4% | $158,922-94.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 22.48% | 348.15%-325.7pp | 276.60%-254.1pp | 302.83%-280.3pp |
| Employer contribution / active EE | $920 | $5,103-82.0% | $4,644-80.2% | $4,761-80.7% |
| Participant deferral / active EE | $2,342 | $7,181-67.4% | $6,842-65.8% | $5,982-60.9% |
| Admin fee / account holder | $24 | $10,807-99.8% | $9,309-99.7% | $11,246-99.8% |