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 | $14,649 | $171,865-91.5% | $149,718-90.2% | $147,584-90.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.90% | 2113.22%-2090.3pp | 1501.63%-1478.7pp | 578.55%-555.6pp |
| Employer contribution / active EE | $1,849 | $6,275-70.5% | $5,445-66.0% | $4,876-62.1% |
| Participant deferral / active EE | $5,700 | $7,271-21.6% | $6,569-13.2% | $5,439+4.8% |
| Admin fee / account holder | $23 | $13,799-99.8% | $11,283-99.8% | $10,885-99.8% |