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 | $8,628 | $102,828-91.6% | $105,387-91.8% | $152,861-94.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 53.69% | 20.85%+32.8pp | 26.82%+26.9pp | 345.32%-291.6pp |
| Employer contribution / active EE | $1,993 | $4,473-55.5% | $4,213-52.7% | $4,762-58.2% |
| Participant deferral / active EE | $3,972 | $5,465-27.3% | $5,502-27.8% | $5,850-32.1% |
| Admin fee / account holder | $7 | $8,683-99.9% | $6,559-99.9% | $11,596-99.9% |