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 | $18,202 | $152,587-88.1% | $125,175-85.5% | $152,861-88.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 30.68% | 54.84%-24.2pp | 43.79%-13.1pp | 345.32%-314.6pp |
| Employer contribution / active EE | $946 | $4,946-80.9% | $3,865-75.5% | $4,762-80.1% |
| Participant deferral / active EE | $6,709 | $5,868+14.3% | $4,937+35.9% | $5,850+14.7% |
| Admin fee / account holder | $48 | $13,434-99.6% | $9,702-99.5% | $11,596-99.6% |