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 | $12,075 | $89,753-86.5% | $107,525-88.8% | $84,808-85.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.68% | 29.48%-13.8pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,661 | $3,113-46.7% | $3,754-55.8% | $2,631-36.9% |
| Participant deferral / active EE | $3,692 | $4,056-9.0% | $5,116-27.8% | $4,212-12.3% |
| Admin fee / account holder | $217 | $7,222-97.0% | $8,919-97.6% | $7,344-97.0% |