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 | $20,925 | $152,587-86.3% | $125,175-83.3% | $152,861-86.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.46% | 54.84%-33.4pp | 43.79%-22.3pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,000 | $4,946-79.8% | $3,865-74.1% | $4,762-79.0% |
| Participant deferral / active EE | $5,453 | $5,868-7.1% | $4,937+10.4% | $5,850-6.8% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |