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 | $14,047 | $176,377-92.0% | $134,143-89.5% | $158,922-91.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 29.33% | 63.63%-34.3pp | 36.33%-7.0pp | 302.83%-273.5pp |
| Employer contribution / active EE | $1,352 | $5,040-73.2% | $3,704-63.5% | $4,761-71.6% |
| Participant deferral / active EE | $5,077 | $4,091+24.1% | $3,499+45.1% | $5,982-15.1% |
| Admin fee / account holder | $91 | $8,718-99.0% | $6,684-98.6% | $11,246-99.2% |