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 9-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 | $20,509 | $152,587-86.6% | $125,175-83.6% | $152,861-86.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.60% | 54.84%-33.2pp | 43.79%-22.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,954 | $4,946-40.3% | $3,865-23.6% | $4,762-38.0% |
| Participant deferral / active EE | $4,829 | $5,868-17.7% | $4,937-2.2% | $5,850-17.5% |
| Admin fee / account holder | $124 | $13,434-99.1% | $9,702-98.7% | $11,596-98.9% |