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 | $8,078 | $57,281-85.9% | $86,612-90.7% | $75,163-89.3% |
| Participation rate | 89.2% | 63.2%+26.0pp | 71.7%+17.5pp | 67.2%+22.0pp |
| Annual return | 21.56% | 2670.75%-2649.2pp | 591.07%-569.5pp | 160.62%-139.1pp |
| Employer contribution / active EE | $1,029 | $2,314-55.5% | $3,022-66.0% | $2,670-61.5% |
| Participant deferral / active EE | $2,823 | $3,318-14.9% | $4,438-36.4% | $4,125-31.6% |
| Admin fee / account holder | $173 | $4,112-95.8% | $5,614-96.9% | $5,651-96.9% |