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 8-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 | $14,121 | $160,055-91.2% | $140,016-89.9% | $135,375-89.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.48% | 911.38%-910.9pp | 651.12%-650.6pp | 519.73%-519.3pp |
| Employer contribution / active EE | $1,652 | $6,420-74.3% | $5,606-70.5% | $4,779-65.4% |
| Participant deferral / active EE | $9,250 | $7,642+21.0% | $6,927+33.5% | $5,609+64.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |