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 | $18,451 | $232,540-92.1% | $185,117-90.0% | $147,584-87.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.55%-578.5pp |
| Employer contribution / active EE | $13,950 | $5,195+168.5% | $4,182+233.6% | $4,876+186.1% |
| Participant deferral / active EE | $4,500 | $5,834-22.9% | $5,045-10.8% | $5,439-17.3% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |