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 3-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 | $8,570 | $132,634-93.5% | $115,768-92.6% | $137,256-93.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 31.64% | 160.70%-129.1pp | 100.46%-68.8pp | 220.34%-188.7pp |
| Employer contribution / active EE | $1,767 | $3,360-47.4% | $2,940-39.9% | $4,156-57.5% |
| Participant deferral / active EE | $2,779 | $5,619-50.5% | $4,917-43.5% | $6,407-56.6% |
| Admin fee / account holder | $91 | $15,028-99.4% | $12,439-99.3% | $12,270-99.3% |