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 | $18,698 | $150,440-87.6% | $136,294-86.3% | $147,584-87.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 27.34% | 1049.08%-1021.7pp | 5155.94%-5128.6pp | 578.55%-551.2pp |
| Employer contribution / active EE | $3,770 | $5,256-28.3% | $4,695-19.7% | $4,876-22.7% |
| Participant deferral / active EE | $7,795 | $6,630+17.6% | $6,247+24.8% | $5,439+43.3% |
| Admin fee / account holder | $68 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |