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 9-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 | $31,082 | $183,963-83.1% | $162,163-80.8% | $152,861-79.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 40.88% | 150.76%-109.9pp | 115.59%-74.7pp | 345.32%-304.4pp |
| Employer contribution / active EE | $3,883 | $6,371-39.1% | $5,614-30.8% | $4,762-18.5% |
| Participant deferral / active EE | $14,143 | $8,034+76.0% | $7,298+93.8% | $5,850+141.8% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |