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 6-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 | $15,986 | $197,591-91.9% | $177,821-91.0% | $158,922-89.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 44.14% | 58.76%-14.6pp | 48.32%-4.2pp | 302.83%-258.7pp |
| Employer contribution / active EE | $1,941 | $6,697-71.0% | $5,918-67.2% | $4,761-59.2% |
| Participant deferral / active EE | $5,316 | $8,405-36.7% | $7,714-31.1% | $5,982-11.1% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |