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 | $8,413 | $202,432-95.8% | $169,368-95.0% | $139,434-94.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 24.61% | 531.74%-507.1pp | 405.60%-381.0pp | 372.94%-348.3pp |
| Employer contribution / active EE | $1,859 | $4,692-60.4% | $4,013-53.7% | $4,751-60.9% |
| Participant deferral / active EE | $3,717 | $6,938-46.4% | $6,221-40.3% | $6,710-44.6% |
| Admin fee / account holder | $17 | $10,708-99.8% | $9,003-99.8% | $11,403-99.9% |