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 4-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 | $8,529 | $152,509-94.4% | $117,472-92.7% | $134,475-93.7% |
| Participation rate | 77.8% | 77.1%+0.7pp | 70.6%+7.2pp | 81.2%-3.4pp |
| Annual return | 9.62% | 52.99%-43.4pp | 29.74%-20.1pp | 417.96%-408.3pp |
| Employer contribution / active EE | $2,307 | $5,571-58.6% | $4,176-44.7% | $4,740-51.3% |
| Participant deferral / active EE | $2,725 | $4,818-43.4% | $4,070-33.1% | $6,400-57.4% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |