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 | $19,022 | $140,588-86.5% | $123,104-84.5% | $125,391-84.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.60% | 16.80%-17.4pp | 13.22%-13.8pp | 282.22%-282.8pp |
| Employer contribution / active EE | $1,376 | $6,041-77.2% | $5,151-73.3% | $4,866-71.7% |
| Participant deferral / active EE | $9,000 | $6,980+28.9% | $6,230+44.5% | $5,352+68.2% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |