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 | $10,201 | $107,934-90.5% | $91,989-88.9% | $152,861-93.3% |
| Participation rate | 80.0% | 81.2%-1.2pp | 78.6%+1.4pp | 82.4%-2.4pp |
| Annual return | 32.15% | 89.24%-57.1pp | 69.02%-36.9pp | 345.32%-313.2pp |
| Employer contribution / active EE | $1,561 | $4,210-62.9% | $3,452-54.8% | $4,762-67.2% |
| Participant deferral / active EE | $4,175 | $6,364-34.4% | $5,923-29.5% | $5,850-28.6% |
| Admin fee / account holder | $51 | $10,520-99.5% | $7,743-99.3% | $11,596-99.6% |