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 | $8,449 | $107,334-92.1% | $92,893-90.9% | $152,861-94.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 15.42% | 145.58%-130.2pp | 109.41%-94.0pp | 345.32%-329.9pp |
| Employer contribution / active EE | $1,808 | $4,221-57.2% | $3,653-50.5% | $4,762-62.0% |
| Participant deferral / active EE | $1,576 | $4,845-67.5% | $4,236-62.8% | $5,850-73.1% |
| Admin fee / account holder | $22 | $7,079-99.7% | $5,794-99.6% | $11,596-99.8% |