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 | $16,738 | $173,345-90.3% | $136,007-87.7% | $145,922-88.5% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.93% | 1163.32%-1153.4pp | 579.32%-569.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,571 | $5,278-70.2% | $4,217-62.7% | $4,660-66.3% |
| Participant deferral / active EE | $2,845 | $8,699-67.3% | $7,025-59.5% | $6,688-57.5% |
| Admin fee / account holder | $49 | $9,954-99.5% | $6,858-99.3% | $13,397-99.6% |