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 | $13,335 | $126,574-89.5% | $106,213-87.4% | $145,922-90.9% |
| Participation rate | 87.5% | 77.6%+9.9pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 19.77% | 224.79%-205.0pp | 116.14%-96.4pp | 561.29%-541.5pp |
| Employer contribution / active EE | $2,187 | $3,730-41.4% | $3,171-31.0% | $4,660-53.1% |
| Participant deferral / active EE | $2,770 | $5,724-51.6% | $5,016-44.8% | $6,688-58.6% |
| Admin fee / account holder | $106 | $17,304-99.4% | $11,033-99.0% | $13,397-99.2% |