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 8-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 | $21,745 | $160,055-86.4% | $140,016-84.5% | $135,375-83.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.08% | 911.38%-915.5pp | 651.12%-655.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $2,914 | $6,420-54.6% | $5,606-48.0% | $4,779-39.0% |
| Participant deferral / active EE | $8,000 | $7,642+4.7% | $6,927+15.5% | $5,609+42.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |