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 | $19,575 | $138,065-85.8% | $123,544-84.2% | $135,375-85.5% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -7.61% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,390 | $5,151-73.0% | $4,628-70.0% | $4,779-70.9% |
| Participant deferral / active EE | $4,320 | $6,799-36.5% | $6,426-32.8% | $5,609-23.0% |
| Admin fee / account holder | $115 | $10,916-98.9% | $9,284-98.8% | $10,827-98.9% |