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 7-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 | $11,276 | $121,625-90.7% | $104,607-89.2% | $158,922-92.9% |
| Participation rate | 72.7% | 77.5%-4.8pp | 74.1%-1.4pp | 82.0%-9.2pp |
| Annual return | 279.55% | 465.26%-185.7pp | 340.46%-60.9pp | 302.83%-23.3pp |
| Employer contribution / active EE | $3,295 | $3,163+4.2% | $2,681+22.9% | $4,761-30.8% |
| Participant deferral / active EE | $4,325 | $4,177+3.5% | $3,740+15.7% | $5,982-27.7% |
| Admin fee / account holder | $19 | $7,787-99.8% | $6,473-99.7% | $11,246-99.8% |