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 | $13,494 | $167,307-91.9% | $143,757-90.6% | $134,475-90.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.27% | 0.46%-17.7pp | -0.04%-17.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $5,005 | $5,619-10.9% | $4,951+1.1% | $4,740+5.6% |
| Participant deferral / active EE | $7,918 | $6,446+22.8% | $5,637+40.5% | $6,400+23.7% |
| Admin fee / account holder | $54 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |