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 | $30,156 | $198,466-84.8% | $170,442-82.3% | $147,584-79.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.13% | 257.29%-236.2pp | 205.93%-184.8pp | 578.55%-557.4pp |
| Employer contribution / active EE | $16,639 | $6,184+169.1% | $5,433+206.3% | $4,876+241.2% |
| Participant deferral / active EE | $11,638 | $5,629+106.7% | $4,939+135.6% | $5,439+114.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |