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 | $8,006 | $109,327-92.7% | $89,391-91.0% | $158,922-95.0% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.0%+20.9pp | 82.0%+6.9pp |
| Annual return | 16.72% | 345.68%-329.0pp | 245.62%-228.9pp | 302.83%-286.1pp |
| Employer contribution / active EE | $2,368 | $3,170-25.3% | $2,586-8.4% | $4,761-50.3% |
| Participant deferral / active EE | $1,083 | $4,598-76.4% | $3,890-72.2% | $5,982-81.9% |
| Admin fee / account holder | $32 | $6,153-99.5% | $4,881-99.3% | $11,246-99.7% |