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 | $11,670 | $160,055-92.7% | $140,016-91.7% | $135,375-91.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.93% | 911.38%-910.5pp | 651.12%-650.2pp | 519.73%-518.8pp |
| Employer contribution / active EE | $2,000 | $6,420-68.9% | $5,606-64.3% | $4,779-58.2% |
| Participant deferral / active EE | $5,331 | $7,642-30.2% | $6,927-23.0% | $5,609-5.0% |
| Admin fee / account holder | $174 | $13,328-98.7% | $10,705-98.4% | $10,827-98.4% |