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 | $13,675 | $157,256-91.3% | $141,162-90.3% | $152,861-91.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.70% | 64.32%-38.6pp | 71.39%-45.7pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,957 | $5,261-62.8% | $4,735-58.7% | $4,762-58.9% |
| Participant deferral / active EE | $2,557 | $7,109-64.0% | $6,709-61.9% | $5,850-56.3% |
| Admin fee / account holder | $48 | $12,120-99.6% | $10,261-99.5% | $11,596-99.6% |