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 7-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 | $21,997 | $176,812-87.6% | $146,665-85.0% | $167,490-86.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.23% | 24.03%-8.8pp | 22.74%-7.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $2,340 | $5,160-54.7% | $4,136-43.4% | $4,837-51.6% |
| Participant deferral / active EE | $1,993 | $6,440-69.0% | $5,506-63.8% | $6,341-68.6% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |