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 | $17,839 | $197,825-91.0% | $155,790-88.5% | $125,391-85.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -3.22% | 86.74%-90.0pp | 71.54%-74.8pp | 282.22%-285.4pp |
| Employer contribution / active EE | $1,433 | $4,847-70.4% | $3,836-62.7% | $4,866-70.6% |
| Participant deferral / active EE | $3,600 | $5,630-36.1% | $4,797-25.0% | $5,352-32.7% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |