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 | $14,791 | $89,355-83.4% | $141,162-89.5% | $72,985-79.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 364.06% | 111.85%+252.2pp | 71.39%+292.7pp | 81.00%+283.1pp |
| Employer contribution / active EE | $847 | $3,114-72.8% | $4,735-82.1% | $2,440-65.3% |
| Participant deferral / active EE | $6,334 | $5,418+16.9% | $6,709-5.6% | $3,607+75.6% |
| Admin fee / account holder | $51 | $5,958-99.1% | $10,261-99.5% | $5,124-99.0% |