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 | $7,358 | $85,766-91.4% | $136,294-94.6% | $70,131-89.5% |
| Participation rate | 87.0% | 74.2%+12.9pp | 81.9%+5.1pp | 69.5%+17.5pp |
| Annual return | 110.17% | 31.45%+78.7pp | 5155.94%-5045.8pp | 73.14%+37.0pp |
| Employer contribution / active EE | $921 | $2,966-68.9% | $4,695-80.4% | $2,342-60.7% |
| Participant deferral / active EE | $4,610 | $5,051-8.7% | $6,247-26.2% | $3,332+38.4% |
| Admin fee / account holder | $5 | $5,420-99.9% | $9,243-99.9% | $4,645-99.9% |