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 8-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 | $27,182 | $180,449-84.9% | $154,107-82.4% | $135,375-79.9% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -7.62% | 888.09%-895.7pp | 735.12%-742.7pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,133 | $6,035-64.7% | $5,298-59.7% | $4,779-55.4% |
| Participant deferral / active EE | $2,388 | $5,806-58.9% | $5,081-53.0% | $5,609-57.4% |
| Admin fee / account holder | $15 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |