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 | $17,296 | $103,376-83.3% | $87,100-80.1% | $152,861-88.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 14.31% | 28.10%-13.8pp | 28.19%-13.9pp | 345.32%-331.0pp |
| Employer contribution / active EE | $5,859 | $3,220+81.9% | $2,521+132.4% | $4,762+23.0% |
| Participant deferral / active EE | $4,377 | $4,778-8.4% | $4,049+8.1% | $5,850-25.2% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |