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 | $13,991 | $100,754-86.1% | $86,677-83.9% | $134,475-89.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.33% | 29.04%-46.4pp | 35.91%-53.2pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,759 | $3,489-49.6% | $2,836-38.0% | $4,740-62.9% |
| Participant deferral / active EE | $6,878 | $5,338+28.8% | $4,656+47.7% | $6,400+7.5% |
| Admin fee / account holder | $145 | $10,926-98.7% | $7,493-98.1% | $11,426-98.7% |