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 | $9,246 | $111,724-91.7% | $93,606-90.1% | $145,922-93.7% |
| Participation rate | 78.6% | 74.2%+4.4pp | 68.7%+9.9pp | 80.3%-1.7pp |
| Annual return | 9.84% | 202.98%-193.1pp | 133.20%-123.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $826 | $3,090-73.3% | $2,420-65.9% | $4,660-82.3% |
| Participant deferral / active EE | $3,581 | $4,912-27.1% | $4,411-18.8% | $6,688-46.5% |
| Admin fee / account holder | $116 | $10,250-98.9% | $8,285-98.6% | $13,397-99.1% |