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 6-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 | $106,532 | $507,760-79.0% | $505,189-78.9% | $532,464-80.0% |
| Participation rate | 100.0% | 91.3%+8.7pp | 90.4%+9.6pp | 89.6%+10.4pp |
| Annual return | 29.01% | 13.03%+16.0pp | 13.03%+16.0pp | 10.38%+18.6pp |
| Employer contribution / active EE | $7,492 | $15,890-52.9% | $16,213-53.8% | $19,351-61.3% |
| Participant deferral / active EE | $781 | $13,485-94.2% | $13,093-94.0% | $11,136-93.0% |
| Admin fee / account holder | $0 | $6,250-100.0% | $6,372-100.0% | $14,894-100.0% |