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 | $19,076 | $91,538-79.2% | $129,995-85.3% | $75,163-74.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 30.09% | -631.11%+661.2pp | -137.18%+167.3pp | 160.62%-130.5pp |
| Employer contribution / active EE | $1,329 | $2,845-53.3% | $4,320-69.2% | $2,670-50.2% |
| Participant deferral / active EE | $3,410 | $4,341-21.4% | $5,820-41.4% | $4,125-17.3% |
| Admin fee / account holder | $20 | $6,790-99.7% | $10,614-99.8% | $5,651-99.6% |