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 | $14,804 | $157,256-90.6% | $141,162-89.5% | $152,861-90.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 106.04% | 64.32%+41.7pp | 71.39%+34.7pp | 345.32%-239.3pp |
| Employer contribution / active EE | $2,416 | $5,261-54.1% | $4,735-49.0% | $4,762-49.3% |
| Participant deferral / active EE | $8,269 | $7,109+16.3% | $6,709+23.2% | $5,850+41.3% |
| Admin fee / account holder | $161 | $12,120-98.7% | $10,261-98.4% | $11,596-98.6% |