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 | $9,023 | $138,065-93.5% | $123,544-92.7% | $135,375-93.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 84.25% | 153.68%-69.4pp | 119.20%-34.9pp | 519.73%-435.5pp |
| Employer contribution / active EE | $1,753 | $5,151-66.0% | $4,628-62.1% | $4,779-63.3% |
| Participant deferral / active EE | $3,279 | $6,799-51.8% | $6,426-49.0% | $5,609-41.5% |
| Admin fee / account holder | $138 | $10,916-98.7% | $9,284-98.5% | $10,827-98.7% |