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 | $8,813 | $149,734-94.1% | $118,925-92.6% | $158,922-94.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 26.23% | 19.95%+6.3pp | 35.88%-9.6pp | 302.83%-276.6pp |
| Employer contribution / active EE | $1,352 | $4,115-67.1% | $3,263-58.6% | $4,761-71.6% |
| Participant deferral / active EE | $1,740 | $5,223-66.7% | $4,265-59.2% | $5,982-70.9% |
| Admin fee / account holder | $34 | $8,603-99.6% | $6,581-99.5% | $11,246-99.7% |