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 | $18,359 | $160,055-88.5% | $140,016-86.9% | $135,375-86.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 227.47% | 911.38%-683.9pp | 651.12%-423.7pp | 519.73%-292.3pp |
| Employer contribution / active EE | $1,839 | $6,420-71.4% | $5,606-67.2% | $4,779-61.5% |
| Participant deferral / active EE | $17,825 | $7,642+133.3% | $6,927+157.3% | $5,609+217.8% |
| Admin fee / account holder | $33 | $13,328-99.8% | $10,705-99.7% | $10,827-99.7% |