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 | $25,895 | $152,587-83.0% | $125,175-79.3% | $152,861-83.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.89% | 54.84%-34.9pp | 43.79%-23.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,539 | $4,946-68.9% | $3,865-60.2% | $4,762-67.7% |
| Participant deferral / active EE | $18,185 | $5,868+209.9% | $4,937+268.4% | $5,850+210.8% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |