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 | $13,304 | $180,449-92.6% | $154,107-91.4% | $135,375-90.2% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -2.02% | 888.09%-890.1pp | 735.12%-737.1pp | 519.73%-521.8pp |
| Employer contribution / active EE | $1,819 | $6,035-69.9% | $5,298-65.7% | $4,779-61.9% |
| Participant deferral / active EE | $5,379 | $5,806-7.4% | $5,081+5.9% | $5,609-4.1% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |