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 | $12,786 | $99,341-87.1% | $84,750-84.9% | $273,961-95.3% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 30.01% | 22.93%+7.1pp | 22.78%+7.2pp | 41.45%-11.4pp |
| Employer contribution / active EE | $3,039 | $4,214-27.9% | $3,574-15.0% | $4,869-37.6% |
| Participant deferral / active EE | $6,706 | $4,269+57.1% | $3,712+80.7% | $5,287+26.8% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |