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 | $17,590 | $157,256-88.8% | $141,162-87.5% | $152,861-88.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 39.27% | 64.32%-25.1pp | 71.39%-32.1pp | 345.32%-306.1pp |
| Employer contribution / active EE | $3,081 | $5,261-41.4% | $4,735-34.9% | $4,762-35.3% |
| Participant deferral / active EE | $7,102 | $7,109-0.1% | $6,709+5.9% | $5,850+21.4% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |