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 | $8,097 | $78,422-89.7% | $95,952-91.6% | $79,858-89.9% |
| Participation rate | 77.6% | 73.5%+4.1pp | 77.1%+0.5pp | 69.6%+8.0pp |
| Annual return | 58.03% | 19.37%+38.7pp | 91.61%-33.6pp | 31.71%+26.3pp |
| Employer contribution / active EE | $2,218 | $1,945+14.1% | $2,541-12.7% | $2,471-10.2% |
| Participant deferral / active EE | $2,451 | $3,440-28.7% | $4,167-41.2% | $3,740-34.5% |
| Admin fee / account holder | $28 | $5,622-99.5% | $6,795-99.6% | $5,306-99.5% |