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 | $15,308 | $150,440-89.8% | $136,294-88.8% | $147,584-89.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.77% | 1049.08%-1029.3pp | 5155.94%-5136.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $2,449 | $5,256-53.4% | $4,695-47.8% | $4,876-49.8% |
| Participant deferral / active EE | $6,132 | $6,630-7.5% | $6,247-1.8% | $5,439+12.7% |
| Admin fee / account holder | $176 | $10,905-98.4% | $9,243-98.1% | $10,885-98.4% |