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 | $14,199 | $180,449-92.1% | $154,107-90.8% | $135,375-89.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.96% | 888.09%-896.1pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $5,641 | $6,035-6.5% | $5,298+6.5% | $4,779+18.0% |
| Participant deferral / active EE | $5,624 | $5,806-3.1% | $5,081+10.7% | $5,609+0.3% |
| Admin fee / account holder | $200 | $16,143-98.8% | $13,411-98.5% | $10,827-98.2% |