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 | $17,657 | $180,449-90.2% | $154,107-88.5% | $135,375-87.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 888.09%-888.1pp | 735.12%-735.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $12,890 | $6,035+113.6% | $5,298+143.3% | $4,779+169.7% |
| Participant deferral / active EE | $6,738 | $5,806+16.1% | $5,081+32.6% | $5,609+20.1% |
| Admin fee / account holder | $107 | $16,143-99.3% | $13,411-99.2% | $10,827-99.0% |