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 | $23,062 | $135,635-83.0% | $110,238-79.1% | $135,375-83.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.26% | 513.19%-517.5pp | 314.74%-319.0pp | 519.73%-524.0pp |
| Employer contribution / active EE | $2,897 | $4,906-41.0% | $3,826-24.3% | $4,779-39.4% |
| Participant deferral / active EE | $11,407 | $5,506+107.2% | $4,672+144.2% | $5,609+103.4% |
| Admin fee / account holder | $169 | $11,457-98.5% | $8,547-98.0% | $10,827-98.4% |