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 | $9,796 | $112,096-91.3% | $95,952-89.8% | $158,922-93.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 26.23% | 171.09%-144.9pp | 91.61%-65.4pp | 302.83%-276.6pp |
| Employer contribution / active EE | $2,306 | $3,198-27.9% | $2,541-9.3% | $4,761-51.6% |
| Participant deferral / active EE | $1,802 | $4,784-62.3% | $4,167-56.8% | $5,982-69.9% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |