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 | $8,909 | $226,064-96.1% | $182,532-95.1% | $152,861-94.2% |
| Participation rate | 82.4% | 82.5%-0.1pp | 78.0%+4.4pp | 82.4%-0.1pp |
| Annual return | 60.49% | 192.51%-132.0pp | 148.54%-88.0pp | 345.32%-284.8pp |
| Employer contribution / active EE | $1,567 | $4,978-68.5% | $4,076-61.6% | $4,762-67.1% |
| Participant deferral / active EE | $5,696 | $6,368-10.6% | $5,524+3.1% | $5,850-2.6% |
| Admin fee / account holder | $280 | $10,703-97.4% | $8,592-96.7% | $11,596-97.6% |