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 | $14,155 | $198,466-92.9% | $170,442-91.7% | $147,584-90.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 26.33% | 257.29%-231.0pp | 205.93%-179.6pp | 578.55%-552.2pp |
| Employer contribution / active EE | $3,486 | $6,184-43.6% | $5,433-35.8% | $4,876-28.5% |
| Participant deferral / active EE | $6,567 | $5,629+16.7% | $4,939+33.0% | $5,439+20.8% |
| Admin fee / account holder | $42 | $16,852-99.8% | $13,880-99.7% | $10,885-99.6% |