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 | $10,751 | $180,449-94.0% | $154,107-93.0% | $135,375-92.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.66% | 888.09%-889.7pp | 735.12%-736.8pp | 519.73%-521.4pp |
| Employer contribution / active EE | $1,776 | $6,035-70.6% | $5,298-66.5% | $4,779-62.8% |
| Participant deferral / active EE | $6,820 | $5,806+17.5% | $5,081+34.2% | $5,609+21.6% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |